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.
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 | $35,769 | $46,869-23.7% | $122,332-70.8% | $70,131-49.0% |
| Participation rate | 45.9% | 58.2%-12.3pp | 71.6%-25.8pp | 69.5%-23.7pp |
| Annual return | 16.95% | 24.22%-7.3pp | 30.27%-13.3pp | 73.14%-56.2pp |
| Employer contribution / active EE | $0 | $1,288-100.0% | $4,050-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $1,303 | $2,166-39.9% | $3,287-60.4% | $3,332-60.9% |
| Admin fee / account holder | $2,093 | $3,322-37.0% | $5,478-61.8% | $4,645-54.9% |