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 | $21,742 | $60,124-63.8% | $90,404-76.0% | $79,858-72.8% |
| Participation rate | 66.7% | 65.0%+1.7pp | 72.7%-6.0pp | 69.6%-3.0pp |
| Annual return | 14.23% | 71.94%-57.7pp | 1293.02%-1278.8pp | 31.71%-17.5pp |
| Employer contribution / active EE | $1,473 | $2,068-28.8% | $3,262-54.8% | $2,471-40.4% |
| Participant deferral / active EE | $2,160 | $2,938-26.5% | $3,963-45.5% | $3,740-42.3% |
| Admin fee / account holder | $1,802 | $3,976-54.7% | $5,611-67.9% | $5,306-66.0% |