Filed October 26, 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 | $33,316 | $76,000-56.2% | $154,107-78.4% | $64,186-48.1% |
| Participation rate | 69.5% | 70.4%-0.9pp | 83.0%-13.5pp | 69.6%-0.1pp |
| Annual return | -6.36% | 30.32%-36.7pp | 735.12%-741.5pp | 7.63%-14.0pp |
| Employer contribution / active EE | $790 | $3,351-76.4% | $5,298-85.1% | $2,381-66.8% |
| Participant deferral / active EE | $2,205 | $3,175-30.6% | $5,081-56.6% | $3,470-36.5% |
| Admin fee / account holder | $7,121 | $5,596+27.3% | $13,411-46.9% | $4,888+45.7% |