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 | $121,585 | $70,428+72.6% | $96,562+25.9% | $85,850+41.6% |
| Participation rate | 68.6% | 61.8%+6.8pp | 69.8%-1.2pp | 69.3%-0.7pp |
| Annual return | 13.34% | 18.59%-5.3pp | 37.78%-24.4pp | 318.53%-305.2pp |
| Employer contribution / active EE | $1,402 | $1,413-0.8% | $2,356-40.5% | $2,565-45.3% |
| Participant deferral / active EE | $2,923 | $2,894+1.0% | $3,849-24.1% | $3,952-26.0% |
| Admin fee / account holder | $2,874 | $4,997-42.5% | $6,181-53.5% | $6,260-54.1% |