Filed January 7, 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 6-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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $27,660 | $52,519-47.3% | $155,790-82.2% | $59,632-53.6% |
| Participation rate | 31.1% | 61.7%-30.6pp | 76.1%-45.0pp | 68.7%-37.6pp |
| Annual return | 0.06% | 53.51%-53.5pp | 71.54%-71.5pp | 2041.28%-2041.2pp |
| Employer contribution / active EE | $0 | $1,589-100.0% | $3,836-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $523 | $3,084-83.1% | $4,797-89.1% | $3,192-83.6% |
| Admin fee / account holder | $567 | $3,540-84.0% | $7,478-92.4% | $4,297-86.8% |