Filed January 23, 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.
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 | $38,483 | $76,000-49.4% | $154,107-75.0% | $64,186-40.0% |
| Participation rate | 50.0% | 70.4%-20.4pp | 83.0%-33.0pp | 69.6%-19.6pp |
| Annual return | 10.17% | 30.32%-20.1pp | 735.12%-724.9pp | 7.63%+2.5pp |
| Employer contribution / active EE | $0 | $3,351-100.0% | $5,298-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,835 | $3,175-42.2% | $5,081-63.9% | $3,470-47.1% |
| Admin fee / account holder | $931 | $5,596-83.4% | $13,411-93.1% | $4,888-81.0% |