Filed April 17, 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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $145,937 | $74,927+94.8% | $101,794+43.4% | $84,808+72.1% |
| Participation rate | 36.0% | 61.4%-25.4pp | 69.2%-33.2pp | 68.3%-32.3pp |
| Annual return | 12.30% | 18.70%-6.4pp | 30.53%-18.2pp | 40.90%-28.6pp |
| Employer contribution / active EE | $1,200 | $1,522-21.1% | $2,289-47.6% | $2,631-54.4% |
| Participant deferral / active EE | $2,400 | $3,099-22.5% | $4,084-41.2% | $4,212-43.0% |
| Admin fee / account holder | $1,167 | $6,514-82.1% | $8,777-86.7% | $7,344-84.1% |