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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $128,080 | $94,625+35.4% | $116,228+10.2% | $84,808+51.0% |
| Participation rate | 69.6% | 70.4%-0.9pp | 74.6%-5.0pp | 68.3%+1.3pp |
| Annual return | 11.83% | 20.40%-8.6pp | 90.06%-78.2pp | 40.90%-29.1pp |
| Employer contribution / active EE | $2,102 | $2,347-10.4% | $2,994-29.8% | $2,631-20.1% |
| Participant deferral / active EE | $4,298 | $3,972+8.2% | $4,953-13.2% | $4,212+2.1% |
| Admin fee / account holder | $67,602 | $10,091+569.9% | $11,989+463.9% | $7,344+820.5% |