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 | $36,335 | $81,208-55.3% | $98,907-63.3% | $79,858-54.5% |
| Participation rate | 41.1% | 72.5%-31.4pp | 76.0%-35.0pp | 69.6%-28.6pp |
| Annual return | 10.60% | 60.99%-50.4pp | 196.43%-185.8pp | 31.71%-21.1pp |
| Employer contribution / active EE | $769 | $1,960-60.8% | $2,689-71.4% | $2,471-68.9% |
| Participant deferral / active EE | $1,149 | $3,265-64.8% | $4,244-72.9% | $3,740-69.3% |
| Admin fee / account holder | $4,502 | $6,013-25.1% | $6,642-32.2% | $5,306-15.2% |