Filed December 19, 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 | $14,293 | $53,127-73.1% | $86,590-83.5% | $70,131-79.6% |
| Participation rate | 69.8% | 65.3%+4.5pp | 73.5%-3.8pp | 69.5%+0.2pp |
| Annual return | 17.70% | 27.66%-10.0pp | 964.84%-947.1pp | 73.14%-55.4pp |
| Employer contribution / active EE | $1,583 | $2,068-23.5% | $2,839-44.2% | $2,342-32.4% |
| Participant deferral / active EE | $2,107 | $2,696-21.8% | $3,609-41.6% | $3,332-36.8% |
| Admin fee / account holder | $1,609 | $3,585-55.1% | $4,906-67.2% | $4,645-65.4% |