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 | $40,808 | $54,350-24.9% | $82,719-50.7% | $68,494-40.4% |
| Participation rate | 43.0% | 63.9%-20.9pp | 72.6%-29.5pp | 67.9%-24.9pp |
| Annual return | -17.86% | -13.67%-4.2pp | 701.18%-719.0pp | -7.84%-10.0pp |
| Employer contribution / active EE | $946 | $2,218-57.3% | $3,009-68.6% | $2,596-63.6% |
| Participant deferral / active EE | $1,975 | $3,246-39.2% | $4,395-55.1% | $4,027-51.0% |
| Admin fee / account holder | $549 | $4,395-87.5% | $5,329-89.7% | $5,403-89.8% |