Filed December 31, 2002 (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 | $43,946 | $48,335-9.1% | $121,098-63.7% | $71,457-38.5% |
| Participation rate | 53.0% | 54.3%-1.3pp | 69.5%-16.5pp | 67.9%-14.9pp |
| Annual return | 15.12% | 23.32%-8.2pp | 985.75%-970.6pp | 28.85%-13.7pp |
| Employer contribution / active EE | $1,134 | $1,489-23.8% | $4,164-72.8% | $2,588-56.2% |
| Participant deferral / active EE | $3,134 | $2,754+13.8% | $4,080-23.2% | $4,289-26.9% |
| Admin fee / account holder | $3,478 | $1,841+89.0% | $5,644-38.4% | $1,587+119.1% |