Filed April 9, 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 | $67,585 | $63,924+5.7% | $108,579-37.8% | $55,167+22.5% |
| Participation rate | 60.0% | 74.3%-14.3pp | 79.6%-19.6pp | 69.0%-9.0pp |
| Annual return | 6.34% | 15.31%-9.0pp | -51.70%+58.0pp | 169.23%-162.9pp |
| Employer contribution / active EE | $1,060 | $1,879-43.6% | $3,758-71.8% | $1,963-46.0% |
| Participant deferral / active EE | $1,950 | $3,067-36.4% | $4,311-54.8% | $3,054-36.2% |
| Admin fee / account holder | $2,019 | $618+226.8% | $7,645-73.6% | $504+300.6% |