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 | $35,025 | $60,124-41.7% | $90,404-61.3% | $79,858-56.1% |
| Participation rate | 63.9% | 65.0%-1.1pp | 72.7%-8.8pp | 69.6%-5.7pp |
| Annual return | 18.47% | 71.94%-53.5pp | 1293.02%-1274.6pp | 31.71%-13.2pp |
| Employer contribution / active EE | $1,020 | $2,068-50.7% | $3,262-68.7% | $2,471-58.7% |
| Participant deferral / active EE | $2,017 | $2,938-31.3% | $3,963-49.1% | $3,740-46.1% |
| Admin fee / account holder | $301 | $3,976-92.4% | $5,611-94.6% | $5,306-94.3% |