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 | $66,331 | $53,777+23.3% | $134,143-50.6% | $79,858-16.9% |
| Participation rate | 34.4% | 58.8%-24.4pp | 72.2%-37.8pp | 69.6%-35.3pp |
| Annual return | 11.64% | 19.01%-7.4pp | 36.33%-24.7pp | 31.71%-20.1pp |
| Employer contribution / active EE | $0 | $1,321-100.0% | $3,704-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,860 | $2,420-23.1% | $3,499-46.8% | $3,740-50.3% |
| Admin fee / account holder | $1,709 | $3,984-57.1% | $6,684-74.4% | $5,306-67.8% |