Filed November 17, 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 | $46,508 | $46,869-0.8% | $122,332-62.0% | $70,131-33.7% |
| Participation rate | 53.3% | 58.2%-4.9pp | 71.6%-18.3pp | 69.5%-16.2pp |
| Annual return | 13.47% | 24.22%-10.7pp | 30.27%-16.8pp | 73.14%-59.7pp |
| Employer contribution / active EE | $377 | $1,288-70.8% | $4,050-90.7% | $2,342-83.9% |
| Participant deferral / active EE | $2,022 | $2,166-6.7% | $3,287-38.5% | $3,332-39.3% |
| Admin fee / account holder | $763 | $3,322-77.0% | $5,478-86.1% | $4,645-83.6% |