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 | $44,924 | $91,538-50.9% | $129,995-65.4% | $75,163-40.2% |
| Participation rate | 53.8% | 71.4%-17.6pp | 78.5%-24.6pp | 67.2%-13.3pp |
| Annual return | 12.88% | -631.11%+644.0pp | -137.18%+150.1pp | 160.62%-147.7pp |
| Employer contribution / active EE | $0 | $2,845-100.0% | $4,320-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $2,243 | $4,341-48.3% | $5,820-61.5% | $4,125-45.6% |
| Admin fee / account holder | $326 | $6,790-95.2% | $10,614-96.9% | $5,651-94.2% |