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 | $38,948 | $32,037+21.6% | $69,182-43.7% | $62,891-38.1% |
| Participation rate | 53.8% | 43.4%+10.4pp | 55.1%-1.3pp | 69.3%-15.5pp |
| Annual return | 3.24% | 15.16%-11.9pp | -21.93%+25.2pp | 20.14%-16.9pp |
| Employer contribution / active EE | $716 | $679+5.4% | $1,206-40.7% | $2,281-68.6% |
| Participant deferral / active EE | $1,866 | $1,185+57.4% | $1,897-1.6% | $3,203-41.7% |
| Admin fee / account holder | $20,935 | $2,608+702.6% | $2,697+676.3% | $4,296+387.4% |