Filed August 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 | $155,481 | $63,861+143.5% | $104,607+48.6% | $79,858+94.7% |
| Participation rate | 60.0% | 64.9%-4.9pp | 74.1%-14.1pp | 69.6%-9.6pp |
| Annual return | 10.41% | 21.30%-10.9pp | 340.46%-330.1pp | 31.71%-21.3pp |
| Employer contribution / active EE | $2,137 | $1,588+34.6% | $2,681-20.3% | $2,471-13.5% |
| Participant deferral / active EE | $4,763 | $2,693+76.8% | $3,740+27.4% | $3,740+27.4% |
| Admin fee / account holder | $1,490 | $4,185-64.4% | $6,473-77.0% | $5,306-71.9% |