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 | $94,568 | $65,041+45.4% | $90,951+4.0% | $79,858+18.4% |
| Participation rate | 41.2% | 61.6%-20.4pp | 69.0%-27.8pp | 69.6%-28.5pp |
| Annual return | 8.94% | 30.45%-21.5pp | 134.60%-125.7pp | 31.71%-22.8pp |
| Employer contribution / active EE | $298 | $1,247-76.1% | $2,122-86.0% | $2,471-88.0% |
| Participant deferral / active EE | $2,011 | $2,512-19.9% | $3,373-40.4% | $3,740-46.2% |
| Admin fee / account holder | $3,280 | $4,536-27.7% | $5,959-45.0% | $5,306-38.2% |