Filed May 16, 2003 (most recent of 2 filings on file)
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 | $35,983 | $135,952-73.5% | $123,892-71.0% | $273,961-86.9% |
| Participation rate | 50.0% | 84.1%-34.1pp | 81.4%-31.4pp | 83.0%-33.0pp |
| Annual return | 7.62% | 56.63%-49.0pp | 47.52%-39.9pp | 41.45%-33.8pp |
| Employer contribution / active EE | $1,420 | $5,170-72.5% | $4,617-69.2% | $4,869-70.8% |
| Participant deferral / active EE | $2,085 | $6,343-67.1% | $5,984-65.2% | $5,287-60.6% |
| Admin fee / account holder | $1,219 | $9,817-87.6% | $8,357-85.4% | $10,132-88.0% |