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 | $89,969 | $27,915+222.3% | $58,482+53.8% | $75,163+19.7% |
| Participation rate | 44.9% | 38.8%+6.1pp | 50.9%-6.0pp | 67.2%-22.3pp |
| Annual return | 15.16% | 44.20%-29.0pp | 4239.32%-4224.2pp | 160.62%-145.5pp |
| Employer contribution / active EE | $1,142 | $669+70.6% | $1,053+8.4% | $2,670-57.2% |
| Participant deferral / active EE | $2,414 | $1,201+100.9% | $1,924+25.5% | $4,125-41.5% |
| Admin fee / account holder | $5,066 | $1,726+193.6% | $2,516+101.3% | $5,651-10.4% |