Filed January 29, 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 | $84,860 | $53,018+60.1% | $70,014+21.2% | $62,891+34.9% |
| Participation rate | 55.3% | 67.2%-11.9pp | 71.8%-16.6pp | 69.3%-14.0pp |
| Annual return | 6.09% | 13.35%-7.3pp | 12.99%-6.9pp | 20.14%-14.1pp |
| Employer contribution / active EE | $6,567 | $1,799+265.0% | $2,338+180.8% | $2,281+187.9% |
| Participant deferral / active EE | $3,286 | $2,395+37.2% | $2,931+12.1% | $3,203+2.6% |
| Admin fee / account holder | $19,066 | $3,690+416.8% | $4,380+335.3% | $4,296+343.9% |