Filed October 18, 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 | $43,838 | $32,037+36.8% | $69,182-36.6% | $62,891-30.3% |
| Participation rate | 55.6% | 43.4%+12.1pp | 55.1%+0.4pp | 69.3%-13.8pp |
| Annual return | 7.16% | 15.16%-8.0pp | -21.93%+29.1pp | 20.14%-13.0pp |
| Employer contribution / active EE | $752 | $679+10.7% | $1,206-37.7% | $2,281-67.0% |
| Participant deferral / active EE | $945 | $1,185-20.3% | $1,897-50.2% | $3,203-70.5% |
| Admin fee / account holder | $3,847 | $2,608+47.5% | $2,697+42.7% | $4,296-10.4% |