Filed May 15, 2003
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 | $435,283 | $158,817+174.1% | $121,196+259.2% | $135,375+221.5% |
| Participation rate | 100.0% | 79.3%+20.7pp | 71.7%+28.3pp | 82.6%+17.4pp |
| Annual return | -2.83% | -0.64%-2.2pp | 16.93%-19.8pp | 519.73%-522.6pp |
| Employer contribution / active EE | $3,847 | $5,665-32.1% | $4,022-4.3% | $4,779-19.5% |
| Participant deferral / active EE | $13,905 | $4,005+247.2% | $3,344+315.8% | $5,609+147.9% |
| Admin fee / account holder | $384 | $6,512-94.1% | $5,019-92.4% | $10,827-96.5% |