Filed November 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.
Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 10-year trajectory for $4.99 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 | $50,371 | $51,604-2.4% | $129,295-61.0% | $80,874-37.7% |
| Participation rate | 45.7% | 57.0%-11.3pp | 69.6%-23.9pp | 67.6%-21.9pp |
| Annual return | 11.97% | 20.76%-8.8pp | 9429.28%-9417.3pp | 35.62%-23.6pp |
| Employer contribution / active EE | $583 | $1,585-63.2% | $4,157-86.0% | $2,756-78.8% |
| Participant deferral / active EE | $2,827 | $2,670+5.9% | $4,169-32.2% | $4,297-34.2% |
| Admin fee / account holder | $6,435 | $4,310+49.3% | $7,665-16.0% | $6,935-7.2% |