Filed January 26, 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).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $178,050 | $148,534+19.9% | $135,903+31.0% | $139,434+27.7% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 15.88% | 79.19%-63.3pp | 68.23%-52.4pp | 372.94%-357.1pp |
| Employer contribution / active EE | $7,591 | $5,243+44.8% | $4,856+56.3% | $4,751+59.8% |
| Participant deferral / active EE | $15,548 | $8,100+91.9% | $7,758+100.4% | $6,710+131.7% |
| Admin fee / account holder | $1,453 | $12,400-88.3% | $10,762-86.5% | $11,403-87.3% |