Filed January 22, 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 | $42,606 | $76,552-44.3% | $123,892-65.6% | $62,891-32.3% |
| Participation rate | 55.4% | 73.0%-17.6pp | 81.4%-26.0pp | 69.3%-13.9pp |
| Annual return | 105.57% | 18.68%+86.9pp | 47.52%+58.1pp | 20.14%+85.4pp |
| Employer contribution / active EE | $1,218 | $2,883-57.8% | $4,617-73.6% | $2,281-46.6% |
| Participant deferral / active EE | $2,321 | $4,840-52.0% | $5,984-61.2% | $3,203-27.5% |
| Admin fee / account holder | $3,543 | $4,826-26.6% | $8,357-57.6% | $4,296-17.5% |