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 | $165,504 | $80,717+105.0% | $154,803+6.9% | $84,808+95.2% |
| Participation rate | 22.2% | 66.8%-44.6pp | 78.1%-55.8pp | 68.3%-46.1pp |
| Annual return | 15.15% | 37.96%-22.8pp | 58.88%-43.7pp | 40.90%-25.7pp |
| Employer contribution / active EE | $0 | $2,761-100.0% | $4,305-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $1,998 | $3,303-39.5% | $5,540-63.9% | $4,212-52.6% |
| Admin fee / account holder | $966 | $6,746-85.7% | $14,329-93.3% | $7,344-86.8% |