Filed October 20, 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 | $78,265 | $53,596+46.0% | $90,645-13.7% | $64,186+21.9% |
| Participation rate | 64.4% | 64.5%-0.1pp | 74.0%-9.6pp | 69.6%-5.2pp |
| Annual return | -7.58% | 4.41%-12.0pp | 1.88%-9.5pp | 7.63%-15.2pp |
| Employer contribution / active EE | $683 | $1,503-54.6% | $2,532-73.0% | $2,381-71.3% |
| Participant deferral / active EE | $4,606 | $2,459+87.4% | $3,425+34.5% | $3,470+32.8% |
| Admin fee / account holder | $886 | $3,868-77.1% | $4,994-82.2% | $4,888-81.9% |