Filed January 27, 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 | $87,989 | $50,958+72.7% | $74,550+18.0% | $64,186+37.1% |
| Participation rate | 56.4% | 61.1%-4.6pp | 69.1%-12.7pp | 69.6%-13.2pp |
| Annual return | -5.81% | -1.86%-4.0pp | 32.53%-38.3pp | 7.63%-13.4pp |
| Employer contribution / active EE | $1,002 | $1,115-10.2% | $1,961-48.9% | $2,381-57.9% |
| Participant deferral / active EE | $1,781 | $2,301-22.6% | $3,108-42.7% | $3,470-48.7% |
| Admin fee / account holder | $2,738 | $4,223-35.2% | $5,060-45.9% | $4,888-44.0% |