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 | $64,511 | $58,828+9.7% | $77,999-17.3% | $62,891+2.6% |
| Participation rate | 53.0% | 71.1%-18.0pp | 75.5%-22.5pp | 69.3%-16.3pp |
| Annual return | 7.41% | 17.16%-9.7pp | 425.96%-418.6pp | 20.14%-12.7pp |
| Employer contribution / active EE | $462 | $1,672-72.4% | $2,470-81.3% | $2,281-79.7% |
| Participant deferral / active EE | $1,890 | $2,686-29.6% | $3,497-46.0% | $3,203-41.0% |
| Admin fee / account holder | $2,968 | $4,393-32.4% | $5,480-45.8% | $4,296-30.9% |