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 | $54,292 | $85,022-36.1% | $70,515-23.0% | $139,434-61.1% |
| Participation rate | 60.0% | 73.9%-13.9pp | 68.3%-8.3pp | 80.3%-20.3pp |
| Annual return | 13.68% | 30.38%-16.7pp | 32.77%-19.1pp | 372.94%-359.3pp |
| Employer contribution / active EE | $5,912 | $3,909+51.2% | $2,973+98.8% | $4,751+24.4% |
| Participant deferral / active EE | $10,235 | $5,890+73.8% | $4,567+124.1% | $6,710+52.5% |
| Admin fee / account holder | $8,027 | $8,906-9.9% | $6,412+25.2% | $11,403-29.6% |