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 | $57,949 | $53,053+9.2% | $126,539-54.2% | $74,304-22.0% |
| Participation rate | 52.1% | 48.0%+4.1pp | 69.8%-17.7pp | 60.3%-8.2pp |
| Annual return | 15.95% | 29.46%-13.5pp | 425.95%-410.0pp | 29.43%-13.5pp |
| Employer contribution / active EE | $1,154 | $1,168-1.2% | $3,674-68.6% | $2,241-48.5% |
| Participant deferral / active EE | $3,081 | $2,303+33.8% | $4,083-24.5% | $3,767-18.2% |
| Admin fee / account holder | $1,926 | $3,698-47.9% | $6,065-68.2% | $2,969-35.1% |