Filed December 24, 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.
See the 7-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 | $37,162 | $86,929-57.3% | $102,423-63.7% | $80,856-54.0% |
| Participation rate | 34.8% | 72.4%-37.6pp | 76.5%-41.7pp | 67.6%-32.9pp |
| Annual return | 12.17% | 18.88%-6.7pp | 29.32%-17.2pp | 35.59%-23.4pp |
| Employer contribution / active EE | $1,137 | $2,369-52.0% | $3,023-62.4% | $2,755-58.7% |
| Participant deferral / active EE | $2,258 | $4,118-45.2% | $5,053-55.3% | $4,296-47.4% |
| Admin fee / account holder | $1,760 | $8,049-78.1% | $9,451-81.4% | $6,918-74.6% |