Filed November 12, 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 | $55,468 | $43,723+26.9% | $121,196-54.2% | $64,186-13.6% |
| Participation rate | 64.3% | 58.3%+6.0pp | 71.7%-7.5pp | 69.6%-5.3pp |
| Annual return | -6.55% | 68.91%-75.5pp | 16.93%-23.5pp | 7.63%-14.2pp |
| Employer contribution / active EE | $1,153 | $1,296-11.0% | $4,022-71.3% | $2,381-51.6% |
| Participant deferral / active EE | $2,003 | $2,280-12.1% | $3,344-40.1% | $3,470-42.3% |
| Admin fee / account holder | $1,996 | $3,501-43.0% | $5,019-60.2% | $4,888-59.2% |