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 | $85,601 | $65,561+30.6% | $86,188-0.7% | $75,163+13.9% |
| Participation rate | 46.4% | 60.5%-14.1pp | 69.0%-22.5pp | 67.2%-20.8pp |
| Annual return | 10.48% | 46.05%-35.6pp | 1168.45%-1158.0pp | 160.62%-150.1pp |
| Employer contribution / active EE | $1,556 | $1,553+0.2% | $2,380-34.6% | $2,670-41.7% |
| Participant deferral / active EE | $3,095 | $3,024+2.4% | $3,985-22.3% | $4,125-25.0% |
| Admin fee / account holder | $39,550 | $5,474+622.5% | $6,852+477.2% | $5,651+599.9% |