Filed October 19, 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 | $87,536 | $78,672+11.3% | $109,143-19.8% | $85,850+2.0% |
| Participation rate | 68.0% | 68.3%-0.3pp | 75.9%-7.9pp | 69.3%-1.3pp |
| Annual return | 13.99% | 25.09%-11.1pp | 25.75%-11.8pp | 318.53%-304.5pp |
| Employer contribution / active EE | $1,917 | $2,735-29.9% | $3,722-48.5% | $2,565-25.3% |
| Participant deferral / active EE | $8,282 | $3,467+138.9% | $4,653+78.0% | $3,952+109.6% |
| Admin fee / account holder | $23,357 | $5,469+327.1% | $6,752+245.9% | $6,260+273.1% |