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 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 | $94,947 | $100,852-5.9% | $90,404+5.0% | $158,922-40.3% |
| Participation rate | 65.0% | 75.0%-10.0pp | 72.7%-7.7pp | 82.0%-17.0pp |
| Annual return | 12.71% | 1724.20%-1711.5pp | 1293.02%-1280.3pp | 302.83%-290.1pp |
| Employer contribution / active EE | $1,134 | $3,689-69.2% | $3,262-65.2% | $4,761-76.2% |
| Participant deferral / active EE | $2,535 | $4,348-41.7% | $3,963-36.0% | $5,982-57.6% |
| Admin fee / account holder | $676 | $6,501-89.6% | $5,611-88.0% | $11,246-94.0% |