Filed December 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.)
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 | $27,124 | $43,075-37.0% | $74,583-63.6% | $62,891-56.9% |
| Participation rate | 43.5% | 58.1%-14.6pp | 68.1%-24.6pp | 69.3%-25.8pp |
| Annual return | 7.73% | 17.50%-9.8pp | 20.47%-12.7pp | 20.14%-12.4pp |
| Employer contribution / active EE | $259 | $1,498-82.7% | $2,525-89.7% | $2,281-88.6% |
| Participant deferral / active EE | $734 | $2,389-69.3% | $3,458-78.8% | $3,203-77.1% |
| Admin fee / account holder | $4,090 | $2,840+44.0% | $4,138-1.2% | $4,296-4.8% |