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 | $46,447 | $47,848-2.9% | $81,478-43.0% | $70,131-33.8% |
| Participation rate | 60.0% | 58.3%+1.7pp | 68.0%-8.0pp | 69.5%-9.5pp |
| Annual return | 16.28% | 27.25%-11.0pp | 38.78%-22.5pp | 73.14%-56.9pp |
| Employer contribution / active EE | $1,910 | $1,527+25.1% | $2,568-25.6% | $2,342-18.5% |
| Participant deferral / active EE | $3,014 | $2,453+22.9% | $3,537-14.8% | $3,332-9.5% |
| Admin fee / account holder | $11,150 | $3,145+254.5% | $4,561+144.5% | $4,645+140.0% |