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 | $44,730 | $79,944-44.0% | $98,439-54.6% | $75,163-40.5% |
| Participation rate | 51.7% | 70.4%-18.6pp | 75.2%-23.4pp | 67.2%-15.5pp |
| Annual return | 17.36% | 19.75%-2.4pp | 21.16%-3.8pp | 160.62%-143.3pp |
| Employer contribution / active EE | $1,368 | $2,264-39.6% | $3,048-55.1% | $2,670-48.8% |
| Participant deferral / active EE | $2,272 | $3,752-39.5% | $4,738-52.1% | $4,125-44.9% |
| Admin fee / account holder | $1,952 | $6,840-71.5% | $8,948-78.2% | $5,651-65.5% |