Filed November 29, 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.
Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 3-year trajectory for $4.99 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 | $101,471 | $65,246+55.5% | $98,716+2.8% | $67,986+49.3% |
| Participation rate | 27.9% | 51.4%-23.5pp | 69.3%-41.4pp | 57.2%-29.3pp |
| Annual return | 15.63% | 20.58%-4.9pp | 31.81%-16.2pp | 31.67%-16.0pp |
| Employer contribution / active EE | $591 | $1,042-43.2% | $2,279-74.0% | $2,019-70.7% |
| Participant deferral / active EE | $2,170 | $2,594-16.3% | $4,048-46.4% | $3,358-35.4% |
| Admin fee / account holder | $5,807 | $4,561+27.3% | $8,703-33.3% | $3,203+81.3% |