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 | $74,935 | $45,152+66.0% | $73,843+1.5% | $59,632+25.7% |
| Participation rate | 51.7% | 64.0%-12.3pp | 73.4%-21.7pp | 68.7%-16.9pp |
| Annual return | -0.68% | 27.40%-28.1pp | 2267.84%-2268.5pp | 2041.28%-2042.0pp |
| Employer contribution / active EE | $917 | $1,902-51.8% | $2,787-67.1% | $2,203-58.4% |
| Participant deferral / active EE | $1,405 | $2,574-45.4% | $3,583-60.8% | $3,192-56.0% |
| Admin fee / account holder | $6,251 | $3,516+77.8% | $4,880+28.1% | $4,297+45.5% |