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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $15,541 | $51,466-69.8% | $78,778-80.3% | $62,292-75.1% |
| Participation rate | 18.6% | 59.8%-41.2pp | 69.2%-50.6pp | 69.5%-50.9pp |
| Annual return | 14.80% | 19.96%-5.2pp | 35.62%-20.8pp | 28.90%-14.1pp |
| Employer contribution / active EE | $325 | $827-60.7% | $1,986-83.6% | $2,042-84.1% |
| Participant deferral / active EE | $483 | $2,147-77.5% | $2,958-83.7% | $3,169-84.8% |
| Admin fee / account holder | $1,784 | $489+264.5% | $5,134-65.3% | $479+272.1% |