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 | $26,966 | $153,311-82.4% | $109,313-75.3% | $273,961-90.2% |
| Participation rate | 54.2% | 80.1%-25.9pp | 71.3%-17.1pp | 83.0%-28.8pp |
| Annual return | 2.77% | 29.86%-27.1pp | 22.07%-19.3pp | 41.45%-38.7pp |
| Employer contribution / active EE | $915 | $5,619-83.7% | $3,892-76.5% | $4,869-81.2% |
| Participant deferral / active EE | $1,614 | $3,932-59.0% | $3,166-49.0% | $5,287-69.5% |
| Admin fee / account holder | $793 | $8,076-90.2% | $5,666-86.0% | $10,132-92.2% |