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 | $88,406 | $50,175+76.2% | $99,443-11.1% | $65,185+35.6% |
| Participation rate | 61.2% | 68.4%-7.3pp | 73.8%-12.7pp | 70.2%-9.0pp |
| Annual return | 25.87% | 25.36%+0.5pp | 30.72%-4.9pp | 29.38%-3.5pp |
| Employer contribution / active EE | $927 | $1,496-38.0% | $2,540-63.5% | $2,177-57.4% |
| Participant deferral / active EE | $3,807 | $2,748+38.6% | $3,619+5.2% | $3,514+8.4% |
| Admin fee / account holder | $1,339 | $398+236.9% | $6,250-78.6% | $847+58.1% |