Filed October 18, 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 | $53,630 | $58,208-7.9% | $81,812-34.4% | $80,856-33.7% |
| Participation rate | 65.2% | 63.4%+1.8pp | 72.3%-7.1pp | 67.6%-2.4pp |
| Annual return | 17.19% | 41.66%-24.5pp | 773.79%-756.6pp | 35.59%-18.4pp |
| Employer contribution / active EE | $1,064 | $2,340-54.5% | $2,912-63.5% | $2,755-61.4% |
| Participant deferral / active EE | $3,922 | $3,281+19.6% | $4,319-9.2% | $4,296-8.7% |
| Admin fee / account holder | $811 | $4,981-83.7% | $7,386-89.0% | $6,918-88.3% |