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 | $87,170 | $54,726+59.3% | $68,793+26.7% | $64,186+35.8% |
| Participation rate | 43.1% | 68.0%-25.0pp | 72.2%-29.2pp | 69.6%-26.5pp |
| Annual return | -5.26% | -1.62%-3.6pp | -4.63%-0.6pp | 7.63%-12.9pp |
| Employer contribution / active EE | $1,214 | $1,846-34.3% | $2,625-53.8% | $2,381-49.0% |
| Participant deferral / active EE | $3,145 | $2,626+19.8% | $3,311-5.0% | $3,470-9.4% |
| Admin fee / account holder | $321 | $4,027-92.0% | $5,131-93.8% | $4,888-93.4% |