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 | $78,519 | $99,020-20.7% | $86,590-9.3% | $147,584-46.8% |
| Participation rate | 54.5% | 76.3%-21.8pp | 73.5%-19.0pp | 82.8%-28.3pp |
| Annual return | 8.46% | 1312.34%-1303.9pp | 964.84%-956.4pp | 578.55%-570.1pp |
| Employer contribution / active EE | $3,150 | $3,132+0.6% | $2,839+10.9% | $4,876-35.4% |
| Participant deferral / active EE | $4,299 | $3,972+8.2% | $3,609+19.1% | $5,439-21.0% |
| Admin fee / account holder | $28,007 | $5,710+390.5% | $4,906+470.9% | $10,885+157.3% |