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.)
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 | $62,356 | $26,114+138.8% | $58,482+6.6% | $74,419-16.2% |
| Participation rate | 16.7% | 32.1%-15.5pp | 50.9%-34.2pp | 70.7%-54.1pp |
| Annual return | 13.95% | 32.51%-18.6pp | 4239.32%-4225.4pp | 34.38%-20.4pp |
| Employer contribution / active EE | $233 | $536-56.4% | $1,053-77.8% | $2,637-91.2% |
| Participant deferral / active EE | $622 | $1,075-42.1% | $1,924-67.7% | $4,528-86.3% |
| Admin fee / account holder | $10,214 | $649+1473.4% | $2,516+306.0% | $348+2836.3% |