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 | $150,410 | $190,805-21.2% | $159,960-6.0% | $134,475+11.8% |
| Participation rate | 66.7% | 81.9%-15.3pp | 78.0%-11.3pp | 81.2%-14.6pp |
| Annual return | -18.97% | 552.23%-571.2pp | 408.60%-427.6pp | 417.96%-436.9pp |
| Employer contribution / active EE | $9,576 | $4,995+91.7% | $4,226+126.6% | $4,740+102.0% |
| Participant deferral / active EE | $13,836 | $6,923+99.9% | $6,182+123.8% | $6,400+116.2% |
| Admin fee / account holder | $604 | $10,471-94.2% | $8,698-93.1% | $11,426-94.7% |