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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $108,447 | $65,041+66.7% | $90,951+19.2% | $79,858+35.8% |
| Participation rate | 57.1% | 61.6%-4.5pp | 69.0%-11.9pp | 69.6%-12.5pp |
| Annual return | 8.54% | 30.45%-21.9pp | 134.60%-126.1pp | 31.71%-23.2pp |
| Employer contribution / active EE | $1,003 | $1,247-19.6% | $2,122-52.8% | $2,471-59.4% |
| Participant deferral / active EE | $1,755 | $2,512-30.1% | $3,373-48.0% | $3,740-53.1% |
| Admin fee / account holder | $13,677 | $4,536+201.5% | $5,959+129.5% | $5,306+157.8% |