Filed November 23, 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 | $69,372 | $91,552-24.2% | $133,956-48.2% | $79,858-13.1% |
| Participation rate | 62.5% | 73.3%-10.8pp | 79.8%-17.3pp | 69.6%-7.1pp |
| Annual return | 17.63% | 61.85%-44.2pp | 45.09%-27.5pp | 31.71%-14.1pp |
| Employer contribution / active EE | $1,523 | $2,384-36.1% | $3,919-61.1% | $2,471-38.4% |
| Participant deferral / active EE | $2,491 | $3,733-33.3% | $5,048-50.6% | $3,740-33.4% |
| Admin fee / account holder | $516 | $6,321-91.8% | $8,927-94.2% | $5,306-90.3% |