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 | $55,798 | $87,013-35.9% | $106,213-47.5% | $80,856-31.0% |
| Participation rate | 46.7% | 70.4%-23.8pp | 75.3%-28.6pp | 67.6%-21.0pp |
| Annual return | 23.62% | 17.05%+6.6pp | 116.14%-92.5pp | 35.59%-12.0pp |
| Employer contribution / active EE | $1,362 | $2,395-43.1% | $3,171-57.0% | $2,755-50.5% |
| Participant deferral / active EE | $2,321 | $3,986-41.8% | $5,016-53.7% | $4,296-46.0% |
| Admin fee / account holder | $5,728 | $8,431-32.1% | $11,033-48.1% | $6,918-17.2% |