Filed December 16, 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 | $129,097 | $99,079+30.3% | $77,999+65.5% | $273,961-52.9% |
| Participation rate | 47.6% | 78.6%-30.9pp | 75.5%-27.9pp | 83.0%-35.4pp |
| Annual return | 3.39% | 217.93%-214.5pp | 425.96%-422.6pp | 41.45%-38.1pp |
| Employer contribution / active EE | $1,168 | $3,308-64.7% | $2,470-52.7% | $4,869-76.0% |
| Participant deferral / active EE | $1,500 | $4,306-65.2% | $3,497-57.1% | $5,287-71.6% |
| Admin fee / account holder | $2,951 | $8,954-67.0% | $5,480-46.1% | $10,132-70.9% |