Filed December 31, 2002
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 | $53,856 | $97,044-44.5% | $83,333-35.4% | $135,375-60.2% |
| Participation rate | 61.9% | 80.4%-18.5pp | 77.8%-15.9pp | 82.6%-20.7pp |
| Annual return | -4.98% | 12.31%-17.3pp | 10.63%-15.6pp | 519.73%-524.7pp |
| Employer contribution / active EE | $1,097 | $4,143-73.5% | $3,379-67.5% | $4,779-77.0% |
| Participant deferral / active EE | $3,166 | $5,964-46.9% | $5,565-43.1% | $5,609-43.6% |
| Admin fee / account holder | $1,444 | $8,380-82.8% | $7,510-80.8% | $10,827-86.7% |