Filed November 6, 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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $200,589 | $102,317+96.0% | $146,958+36.5% | $80,856+148.1% |
| Participation rate | 62.8% | 75.8%-13.0pp | 82.2%-19.4pp | 67.6%-4.8pp |
| Annual return | 0.00% | 134.76%-134.8pp | 418.34%-418.3pp | 35.59%-35.6pp |
| Employer contribution / active EE | $2,780 | $3,713-25.1% | $4,933-43.6% | $2,755+0.9% |
| Participant deferral / active EE | $5,892 | $6,644-11.3% | $8,070-27.0% | $4,296+37.1% |
| Admin fee / account holder | $12,996 | $7,941+63.7% | $12,9980% | $6,918+87.9% |