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 | $41,451 | $80,717-48.6% | $154,803-73.2% | $84,808-51.1% |
| Participation rate | 52.6% | 66.8%-14.2pp | 78.1%-25.5pp | 68.3%-15.7pp |
| Annual return | 15.37% | 37.96%-22.6pp | 58.88%-43.5pp | 40.90%-25.5pp |
| Employer contribution / active EE | $633 | $2,761-77.1% | $4,305-85.3% | $2,631-75.9% |
| Participant deferral / active EE | $1,671 | $3,303-49.4% | $5,540-69.8% | $4,212-60.3% |
| Admin fee / account holder | $3,370 | $6,746-50.0% | $14,329-76.5% | $7,344-54.1% |