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.
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 | $35,969 | $87,733-59.0% | $106,548-66.2% | $85,850-58.1% |
| Participation rate | 50.8% | 71.9%-21.1pp | 76.1%-25.3pp | 69.3%-18.5pp |
| Annual return | 17.25% | 21.86%-4.6pp | 26.80%-9.6pp | 318.53%-301.3pp |
| Employer contribution / active EE | $1,159 | $2,073-44.1% | $2,819-58.9% | $2,565-54.8% |
| Participant deferral / active EE | $1,819 | $3,469-47.6% | $4,398-58.6% | $3,952-54.0% |
| Admin fee / account holder | $1,500 | $6,767-77.8% | $7,407-79.7% | $6,260-76.0% |