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 | $49,894 | $65,557-23.9% | $105,738-52.8% | $56,287-11.4% |
| Participation rate | 35.2% | 63.4%-28.2pp | 76.3%-41.1pp | 69.9%-34.7pp |
| Annual return | -6.73% | -1.32%-5.4pp | 6.27%-13.0pp | -9.96%+3.2pp |
| Employer contribution / active EE | $591 | $1,788-66.9% | $3,268-81.9% | $2,111-72.0% |
| Participant deferral / active EE | $1,896 | $2,418-21.6% | $4,080-53.5% | $3,350-43.4% |
| Admin fee / account holder | $5,009 | $561+792.0% | $6,913-27.5% | $521+861.5% |