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.
Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 10-year trajectory for $4.99 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 | $237,670 | $58,627+305.4% | $76,735+209.7% | $82,448+188.3% |
| Participation rate | 33.3% | 63.2%-29.9pp | 69.5%-36.2pp | 68.1%-34.7pp |
| Annual return | 15.65% | 39.10%-23.5pp | 29.77%-14.1pp | 41.64%-26.0pp |
| Employer contribution / active EE | $1,432 | $1,729-17.2% | $2,454-41.7% | $2,551-43.9% |
| Participant deferral / active EE | $2,891 | $3,134-7.8% | $4,088-29.3% | $4,139-30.2% |
| Admin fee / account holder | $1,683 | $5,323-68.4% | $7,189-76.6% | $7,234-76.7% |