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 5-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 | $32,668 | $81,460-59.9% | $103,333-68.4% | $80,856-59.6% |
| Participation rate | 53.3% | 66.8%-13.5pp | 74.5%-21.2pp | 67.6%-14.3pp |
| Annual return | 12.91% | 25.55%-12.6pp | 24.88%-12.0pp | 35.59%-22.7pp |
| Employer contribution / active EE | $1,804 | $3,105-41.9% | $3,868-53.4% | $2,755-34.5% |
| Participant deferral / active EE | $3,389 | $3,869-12.4% | $5,057-33.0% | $4,296-21.1% |
| Admin fee / account holder | $4,523 | $6,566-31.1% | $8,355-45.9% | $6,918-34.6% |