Filed December 10, 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 | $92,042 | $39,019+135.9% | $80,716+14.0% | $85,850+7.2% |
| Participation rate | 48.1% | 41.5%+6.5pp | 54.2%-6.1pp | 69.3%-21.2pp |
| Annual return | 11.74% | 26.27%-14.5pp | 87.28%-75.5pp | 318.53%-306.8pp |
| Employer contribution / active EE | $1,263 | $722+74.9% | $1,160+8.9% | $2,565-50.8% |
| Participant deferral / active EE | $2,406 | $1,326+81.5% | $2,146+12.1% | $3,952-39.1% |
| Admin fee / account holder | $2,100 | $2,431-13.6% | $3,380-37.9% | $6,260-66.5% |