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 | $33,959 | $58,879-42.3% | $178,490-81.0% | $73,488-53.8% |
| Participation rate | 30.6% | 66.2%-35.7pp | 81.9%-51.4pp | 70.7%-40.1pp |
| Annual return | 14.44% | 24.86%-10.4pp | 151.07%-136.6pp | 28.51%-14.1pp |
| Employer contribution / active EE | $397 | $2,236-82.2% | $5,011-92.1% | $2,270-82.5% |
| Participant deferral / active EE | $1,219 | $2,567-52.5% | $5,202-76.6% | $3,740-67.4% |
| Admin fee / account holder | $22,996 | $400+5644.4% | $13,984+64.4% | $513+4382.0% |