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 | $42,858 | $52,953-19.1% | $172,739-75.2% | $65,185-34.3% |
| Participation rate | 38.8% | 66.2%-27.4pp | 82.6%-43.8pp | 70.2%-31.4pp |
| Annual return | 22.99% | 30.12%-7.1pp | 802.84%-779.9pp | 29.38%-6.4pp |
| Employer contribution / active EE | $508 | $2,190-76.8% | $5,143-90.1% | $2,177-76.7% |
| Participant deferral / active EE | $1,498 | $2,471-39.4% | $5,198-71.2% | $3,514-57.4% |
| Admin fee / account holder | $2,139 | $472+353.3% | $13,954-84.7% | $847+152.6% |