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 | $71,233 | $67,411+5.7% | $91,001-21.7% | $70,131+1.6% |
| Participation rate | 56.8% | 71.4%-14.6pp | 75.6%-18.8pp | 69.5%-12.8pp |
| Annual return | 14.99% | -40.16%+55.2pp | 4.60%+10.4pp | 73.14%-58.1pp |
| Employer contribution / active EE | $559 | $1,786-68.7% | $2,456-77.2% | $2,342-76.1% |
| Participant deferral / active EE | $2,350 | $2,823-16.8% | $3,547-33.8% | $3,332-29.5% |
| Admin fee / account holder | $2,842 | $4,236-32.9% | $5,417-47.5% | $4,645-38.8% |