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 | $108,617 | $59,805+81.6% | $79,550+36.5% | $68,494+58.6% |
| Participation rate | 69.4% | 61.1%+8.4pp | 69.5%0pp | 67.9%+1.6pp |
| Annual return | -12.08% | -12.30%+0.2pp | 0.16%-12.2pp | -7.84%-4.2pp |
| Employer contribution / active EE | $1,387 | $1,505-7.9% | $2,413-42.5% | $2,596-46.6% |
| Participant deferral / active EE | $2,824 | $3,024-6.6% | $3,985-29.1% | $4,027-29.9% |
| Admin fee / account holder | $4,340 | $4,835-10.2% | $6,832-36.5% | $5,403-19.7% |