Filed December 6, 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 | $63,040 | $78,483-19.7% | $106,201-40.6% | $74,546-15.4% |
| Participation rate | 46.6% | 72.8%-26.3pp | 75.3%-28.7pp | 67.2%-20.7pp |
| Annual return | 12.93% | 15.94%-3.0pp | 116.26%-103.3pp | 1366.03%-1353.1pp |
| Employer contribution / active EE | $1,959 | $2,522-22.3% | $3,170-38.2% | $2,624-25.4% |
| Participant deferral / active EE | $3,221 | $4,320-25.5% | $5,012-35.7% | $4,347-25.9% |
| Admin fee / account holder | $8,170 | $2,236+265.4% | $11,039-26.0% | $1,944+320.3% |