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 | $182,413 | $109,881+66.0% | $150,045+21.6% | $84,808+115.1% |
| Participation rate | 68.3% | 76.1%-7.8pp | 82.3%-14.0pp | 68.3%0pp |
| Annual return | 15.93% | 28.25%-12.3pp | 62.55%-46.6pp | 40.90%-25.0pp |
| Employer contribution / active EE | $3,327 | $3,561-6.6% | $4,693-29.1% | $2,631+26.5% |
| Participant deferral / active EE | $6,749 | $6,636+1.7% | $7,997-15.6% | $4,212+60.2% |
| Admin fee / account holder | $60,855 | $8,568+610.3% | $13,435+353.0% | $7,344+728.7% |