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 | $31,961 | $81,248-60.7% | $155,509-79.4% | $80,856-60.5% |
| Participation rate | 62.1% | 66.2%-4.1pp | 78.2%-16.1pp | 67.6%-5.5pp |
| Annual return | 21.70% | 33.31%-11.6pp | 64.67%-43.0pp | 35.59%-13.9pp |
| Employer contribution / active EE | $670 | $3,100-78.4% | $4,672-85.7% | $2,755-75.7% |
| Participant deferral / active EE | $1,702 | $3,452-50.7% | $5,626-69.7% | $4,296-60.4% |
| Admin fee / account holder | $1,799 | $7,997-77.5% | $15,912-88.7% | $6,918-74.0% |