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 | $104,683 | $202,432-48.3% | $169,368-38.2% | $139,434-24.9% |
| Participation rate | 62.5% | 81.1%-18.6pp | 77.1%-14.6pp | 80.3%-17.8pp |
| Annual return | 17.52% | 531.74%-514.2pp | 405.60%-388.1pp | 372.94%-355.4pp |
| Employer contribution / active EE | $1,922 | $4,692-59.0% | $4,013-52.1% | $4,751-59.6% |
| Participant deferral / active EE | $4,494 | $6,938-35.2% | $6,221-27.8% | $6,710-33.0% |
| Admin fee / account holder | $1,139 | $10,708-89.4% | $9,003-87.3% | $11,403-90.0% |