Filed February 1, 2005
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 | $76,081 | $67,606+12.5% | $82,313-7.6% | $70,131+8.5% |
| Participation rate | 61.3% | 72.8%-11.4pp | 76.9%-15.6pp | 69.5%-8.2pp |
| Annual return | 19.24% | 21.57%-2.3pp | 25.88%-6.6pp | 73.14%-53.9pp |
| Employer contribution / active EE | $1,931 | $1,755+10.1% | $2,428-20.5% | $2,342-17.5% |
| Participant deferral / active EE | $4,381 | $2,987+46.7% | $3,706+18.2% | $3,332+31.5% |
| Admin fee / account holder | $3,713 | $4,512-17.7% | $5,608-33.8% | $4,645-20.1% |