Filed December 17, 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 | $56,033 | $84,233-33.5% | $170,442-67.1% | $70,131-20.1% |
| Participation rate | 63.7% | 70.8%-7.1pp | 83.6%-19.9pp | 69.5%-5.8pp |
| Annual return | 13.92% | 23.06%-9.1pp | 205.93%-192.0pp | 73.14%-59.2pp |
| Employer contribution / active EE | $543 | $3,387-84.0% | $5,433-90.0% | $2,342-76.8% |
| Participant deferral / active EE | $1,708 | $3,086-44.6% | $4,939-65.4% | $3,332-48.7% |
| Admin fee / account holder | $9,185 | $5,698+61.2% | $13,880-33.8% | $4,645+97.7% |