Filed April 8, 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 | $36,084 | $54,726-34.1% | $68,793-47.5% | $64,186-43.8% |
| Participation rate | 60.9% | 68.0%-7.2pp | 72.2%-11.4pp | 69.6%-8.7pp |
| Annual return | -2.34% | -1.62%-0.7pp | -4.63%+2.3pp | 7.63%-10.0pp |
| Employer contribution / active EE | $359 | $1,846-80.5% | $2,625-86.3% | $2,381-84.9% |
| Participant deferral / active EE | $1,216 | $2,626-53.7% | $3,311-63.3% | $3,470-65.0% |
| Admin fee / account holder | $2,021 | $4,027-49.8% | $5,131-60.6% | $4,888-58.6% |