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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $52,101 | $59,402-12.3% | $93,654-44.4% | $74,546-30.1% |
| Participation rate | 26.5% | 59.7%-33.2pp | 68.7%-42.2pp | 67.2%-40.7pp |
| Annual return | 10.17% | 81.86%-71.7pp | 133.34%-123.2pp | 1366.03%-1355.9pp |
| Employer contribution / active EE | $421 | $1,265-66.7% | $2,421-82.6% | $2,624-83.9% |
| Participant deferral / active EE | $912 | $3,049-70.1% | $4,413-79.3% | $4,347-79.0% |
| Admin fee / account holder | $3,880 | $3,023+28.4% | $8,282-53.2% | $1,944+99.6% |