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 | $177,086 | $103,949+70.4% | $69,182+156.0% | $273,961-35.4% |
| Participation rate | 14.3% | 67.4%-53.1pp | 55.1%-40.8pp | 83.0%-68.7pp |
| Annual return | 8.50% | 35.28%-26.8pp | -21.93%+30.4pp | 41.45%-33.0pp |
| Employer contribution / active EE | $570 | $1,783-68.1% | $1,206-52.8% | $4,869-88.3% |
| Participant deferral / active EE | $2,009 | $2,716-26.0% | $1,897+5.9% | $5,287-62.0% |
| Admin fee / account holder | $1,882 | $3,671-48.7% | $2,697-30.2% | $10,132-81.4% |