Filed October 10, 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 | $26,906 | $61,660-56.4% | $80,019-66.4% | $64,186-58.1% |
| Participation rate | 48.0% | 71.7%-23.7pp | 75.8%-27.8pp | 69.6%-21.6pp |
| Annual return | -1.03% | -0.33%-0.7pp | 11.22%-12.2pp | 7.63%-8.7pp |
| Employer contribution / active EE | $614 | $1,810-66.1% | $2,468-75.1% | $2,381-74.2% |
| Participant deferral / active EE | $803 | $2,968-72.9% | $3,686-78.2% | $3,470-76.9% |
| Admin fee / account holder | $4,522 | $5,417-16.5% | $6,521-30.7% | $4,888-7.5% |