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 | $44,029 | $35,183+25.1% | $73,545-40.1% | $70,131-37.2% |
| Participation rate | 64.1% | 42.9%+21.2pp | 54.9%+9.2pp | 69.5%-5.4pp |
| Annual return | 17.15% | 26.90%-9.7pp | -15.16%+32.3pp | 73.14%-56.0pp |
| Employer contribution / active EE | $665 | $709-6.2% | $1,219-45.4% | $2,342-71.6% |
| Participant deferral / active EE | $859 | $1,220-29.5% | $1,806-52.4% | $3,332-74.2% |
| Admin fee / account holder | $525 | $2,302-77.2% | $2,320-77.4% | $4,645-88.7% |