Filed March 30, 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 | $91,576 | $53,018+72.7% | $70,014+30.8% | $62,891+45.6% |
| Participation rate | 46.0% | 67.2%-21.2pp | 71.8%-25.8pp | 69.3%-23.3pp |
| Annual return | 6.57% | 13.35%-6.8pp | 12.99%-6.4pp | 20.14%-13.6pp |
| Employer contribution / active EE | $1,332 | $1,799-26.0% | $2,338-43.1% | $2,281-41.6% |
| Participant deferral / active EE | $3,584 | $2,395+49.6% | $2,931+22.3% | $3,203+11.9% |
| Admin fee / account holder | $758 | $3,690-79.5% | $4,380-82.7% | $4,296-82.4% |