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 | $69,257 | $47,944+44.5% | $67,834+2.1% | $62,891+10.1% |
| Participation rate | 67.9% | 61.1%+6.9pp | 68.8%-0.9pp | 69.3%-1.4pp |
| Annual return | 11.59% | 11.77%-0.2pp | 138.47%-126.9pp | 20.14%-8.5pp |
| Employer contribution / active EE | $1,205 | $1,562-22.9% | $2,403-49.9% | $2,281-47.2% |
| Participant deferral / active EE | $6,023 | $2,247+168.1% | $3,160+90.6% | $3,203+88.1% |
| Admin fee / account holder | $1,901 | $3,712-48.8% | $4,622-58.9% | $4,296-55.7% |