Filed May 29, 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 | $83,945 | $112,096-25.1% | $95,952-12.5% | $158,922-47.2% |
| Participation rate | 69.2% | 79.0%-9.7pp | 77.1%-7.8pp | 82.0%-12.7pp |
| Annual return | 19.62% | 171.09%-151.5pp | 91.61%-72.0pp | 302.83%-283.2pp |
| Employer contribution / active EE | $1,390 | $3,198-56.5% | $2,541-45.3% | $4,761-70.8% |
| Participant deferral / active EE | $1,670 | $4,784-65.1% | $4,167-59.9% | $5,982-72.1% |
| Admin fee / account holder | $3,329 | $10,130-67.1% | $6,795-51.0% | $11,246-70.4% |