Filed May 1, 2002
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 | $30,294 | $56,629-46.5% | $77,999-61.2% | $55,167-45.1% |
| Participation rate | 24.8% | 73.3%-48.5pp | 75.5%-50.7pp | 69.0%-44.2pp |
| Annual return | 7.81% | 2866.98%-2859.2pp | 425.96%-418.1pp | 169.23%-161.4pp |
| Employer contribution / active EE | $537 | $1,723-68.8% | $2,470-78.3% | $1,963-72.6% |
| Participant deferral / active EE | $1,004 | $2,777-63.9% | $3,497-71.3% | $3,054-67.1% |
| Admin fee / account holder | $1,307 | $467+180.1% | $5,480-76.2% | $504+159.3% |