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 | $74,763 | $62,586+19.5% | $76,768-2.6% | $64,186+16.5% |
| Participation rate | 58.2% | 72.8%-14.6pp | 77.0%-18.7pp | 69.6%-11.3pp |
| Annual return | -5.01% | -1.95%-3.1pp | 2.43%-7.4pp | 7.63%-12.6pp |
| Employer contribution / active EE | $2,181 | $1,832+19.1% | $2,485-12.2% | $2,381-8.4% |
| Participant deferral / active EE | $4,888 | $3,145+55.4% | $3,852+26.9% | $3,470+40.9% |
| Admin fee / account holder | $777 | $4,667-83.3% | $6,675-88.4% | $4,888-84.1% |