Filed January 11, 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 | $49,754 | $43,075+15.5% | $74,583-33.3% | $62,891-20.9% |
| Participation rate | 60.6% | 58.1%+2.6pp | 68.1%-7.5pp | 69.3%-8.7pp |
| Annual return | 5.41% | 17.50%-12.1pp | 20.47%-15.1pp | 20.14%-14.7pp |
| Employer contribution / active EE | $2,248 | $1,498+50.1% | $2,525-11.0% | $2,281-1.4% |
| Participant deferral / active EE | $4,076 | $2,389+70.6% | $3,458+17.9% | $3,203+27.3% |
| Admin fee / account holder | $4,211 | $2,840+48.3% | $4,138+1.8% | $4,296-2.0% |