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 | $60,676 | $77,634-21.8% | $156,549-61.2% | $62,891-3.5% |
| Participation rate | 52.3% | 71.2%-18.9pp | 84.0%-31.7pp | 69.3%-17.0pp |
| Annual return | 9.30% | 50.32%-41.0pp | 32.23%-22.9pp | 20.14%-10.8pp |
| Employer contribution / active EE | $652 | $3,444-81.1% | $5,501-88.1% | $2,281-71.4% |
| Participant deferral / active EE | $1,874 | $3,045-38.5% | $4,871-61.5% | $3,203-41.5% |
| Admin fee / account holder | $8,578 | $5,561+54.3% | $13,027-34.2% | $4,296+99.7% |