Filed October 19, 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 | $37,707 | $99,985-62.3% | $146,665-74.3% | $85,850-56.1% |
| Participation rate | 68.8% | 73.1%-4.3pp | 80.1%-11.3pp | 69.3%-0.6pp |
| Annual return | 10.23% | 18.93%-8.7pp | 22.74%-12.5pp | 318.53%-308.3pp |
| Employer contribution / active EE | $0 | $2,559-100.0% | $4,136-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $2,419 | $4,006-39.6% | $5,506-56.1% | $3,952-38.8% |
| Admin fee / account holder | $3,019 | $7,702-60.8% | $10,280-70.6% | $6,260-51.8% |