Filed October 18, 2004
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 | $155,787 | $79,944+94.9% | $98,439+58.3% | $75,163+107.3% |
| Participation rate | 68.2% | 70.4%-2.2pp | 75.2%-7.0pp | 67.2%+1.0pp |
| Annual return | 15.35% | 19.75%-4.4pp | 21.16%-5.8pp | 160.62%-145.3pp |
| Employer contribution / active EE | $2,162 | $2,264-4.5% | $3,048-29.1% | $2,670-19.0% |
| Participant deferral / active EE | $4,182 | $3,752+11.5% | $4,738-11.7% | $4,125+1.4% |
| Admin fee / account holder | $17,246 | $6,840+152.1% | $8,948+92.7% | $5,651+205.2% |