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 | $42,617 | $58,264-26.9% | $86,612-50.8% | $71,457-40.4% |
| Participation rate | 50.0% | 65.0%-15.0pp | 71.7%-21.7pp | 67.9%-17.9pp |
| Annual return | 20.57% | 21.63%-1.1pp | 591.07%-570.5pp | 28.85%-8.3pp |
| Employer contribution / active EE | $977 | $2,574-62.1% | $3,022-67.7% | $2,588-62.3% |
| Participant deferral / active EE | $2,176 | $3,436-36.7% | $4,438-51.0% | $4,289-49.3% |
| Admin fee / account holder | $801 | $1,057-24.2% | $5,614-85.7% | $1,587-49.5% |