Filed March 31, 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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $11,217 | $42,546-73.6% | $71,796-84.4% | $55,167-79.7% |
| Participation rate | 25.7% | 59.1%-33.4pp | 69.1%-43.4pp | 69.0%-43.2pp |
| Annual return | 44.46% | 12.36%+32.1pp | 78.04%-33.6pp | 169.23%-124.8pp |
| Employer contribution / active EE | $439 | $803-45.4% | $1,924-77.2% | $1,963-77.6% |
| Participant deferral / active EE | $621 | $2,064-69.9% | $2,794-77.8% | $3,054-79.7% |
| Admin fee / account holder | $87 | $650-86.7% | $4,815-98.2% | $504-82.8% |