Filed July 29, 2002
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $259,299 | $180,028+44.0% | $138,135+87.7% | $158,922+63.2% |
| Participation rate | 100.0% | 82.2%+17.8pp | 78.7%+21.3pp | 82.0%+18.0pp |
| Annual return | 14.91% | 21.68%-6.8pp | 20.51%-5.6pp | 302.83%-287.9pp |
| Employer contribution / active EE | $30,230 | $7,470+304.7% | $5,587+441.1% | $4,761+534.9% |
| Participant deferral / active EE | $15,398 | $7,717+99.5% | $6,431+139.4% | $5,982+157.4% |
| Admin fee / account holder | $783 | $17,912-95.6% | $11,856-93.4% | $11,246-93.0% |