Filed March 14, 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 | $55,643 | $63,156-11.9% | $122,332-54.5% | $62,292-10.7% |
| Participation rate | 27.7% | 60.0%-32.3pp | 71.6%-43.9pp | 69.5%-41.8pp |
| Annual return | 16.62% | 20.61%-4.0pp | 30.27%-13.7pp | 28.90%-12.3pp |
| Employer contribution / active EE | $0 | $1,385-100.0% | $4,050-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $1,965 | $2,321-15.3% | $3,287-40.2% | $3,169-38.0% |
| Admin fee / account holder | $617 | $440+40.2% | $5,478-88.7% | $479+28.7% |