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 | $42,408 | $65,561-35.3% | $91,541-53.7% | $74,304-42.9% |
| Participation rate | 48.3% | 56.6%-8.3pp | 69.8%-21.5pp | 60.3%-12.1pp |
| Annual return | 17.44% | 17.68%-0.2pp | 20.50%-3.1pp | 29.43%-12.0pp |
| Employer contribution / active EE | $896 | $1,717-47.8% | $2,505-64.2% | $2,241-60.0% |
| Participant deferral / active EE | $2,406 | $2,918-17.6% | $4,008-40.0% | $3,767-36.1% |
| Admin fee / account holder | $2,315 | $3,333-30.5% | $6,956-66.7% | $2,969-22.0% |