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 | $73,599 | $90,348-18.5% | $75,972-3.1% | $145,922-49.6% |
| Participation rate | 66.7% | 74.5%-7.8pp | 69.1%-2.4pp | 80.3%-13.6pp |
| Annual return | 24.95% | 620.88%-595.9pp | 359.55%-334.6pp | 561.29%-536.3pp |
| Employer contribution / active EE | $4,687 | $3,311+41.5% | $2,685+74.6% | $4,660+0.6% |
| Participant deferral / active EE | $9,103 | $5,162+76.4% | $4,255+113.9% | $6,688+36.1% |
| Admin fee / account holder | $5,025 | $8,467-40.7% | $6,467-22.3% | $13,397-62.5% |