Filed October 18, 2004
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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $26,298 | $86,922-69.7% | $102,438-74.3% | $80,874-67.5% |
| Participation rate | 60.0% | 72.4%-12.4pp | 76.5%-16.5pp | 67.6%-7.6pp |
| Annual return | 16.20% | 18.90%-2.7pp | 29.37%-13.2pp | 35.62%-19.4pp |
| Employer contribution / active EE | $1,886 | $2,369-20.4% | $3,024-37.6% | $2,756-31.6% |
| Participant deferral / active EE | $3,365 | $4,119-18.3% | $5,054-33.4% | $4,297-21.7% |
| Admin fee / account holder | $149 | $8,050-98.1% | $9,448-98.4% | $6,935-97.9% |