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 | $217,962 | $57,541+278.8% | $95,745+127.6% | $75,163+190.0% |
| Participation rate | 57.7% | 62.5%-4.8pp | 72.3%-14.6pp | 67.2%-9.5pp |
| Annual return | 22.73% | 34.93%-12.2pp | 28.35%-5.6pp | 160.62%-137.9pp |
| Employer contribution / active EE | $1,642 | $1,808-9.2% | $2,835-42.1% | $2,670-38.5% |
| Participant deferral / active EE | $6,977 | $3,074+127.0% | $4,245+64.4% | $4,125+69.1% |
| Admin fee / account holder | $3,108 | $4,099-24.2% | $5,678-45.3% | $5,651-45.0% |