Filed December 31, 2001
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 | $109,498 | $81,446+34.4% | $103,374+5.9% | $80,874+35.4% |
| Participation rate | 68.4% | 66.9%+1.6pp | 74.5%-6.1pp | 67.6%+0.8pp |
| Annual return | 16.89% | 25.57%-8.7pp | 24.89%-8.0pp | 35.62%-18.7pp |
| Employer contribution / active EE | $2,043 | $3,107-34.3% | $3,869-47.2% | $2,756-25.9% |
| Participant deferral / active EE | $5,394 | $3,870+39.4% | $5,058+6.7% | $4,297+25.5% |
| Admin fee / account holder | $517 | $6,715-92.3% | $8,394-93.8% | $6,935-92.5% |