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 8-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 | $29,206 | $118,849-75.4% | $96,562-69.8% | $167,490-82.6% |
| Participation rate | 58.3% | 75.5%-17.1pp | 69.8%-11.5pp | 82.1%-23.8pp |
| Annual return | 9.55% | 50.49%-40.9pp | 37.78%-28.2pp | 478.56%-469.0pp |
| Employer contribution / active EE | $1,204 | $3,120-61.4% | $2,356-48.9% | $4,837-75.1% |
| Participant deferral / active EE | $5,592 | $4,616+21.1% | $3,849+45.3% | $6,341-11.8% |
| Admin fee / account holder | $881 | $8,065-89.1% | $6,181-85.7% | $12,309-92.8% |