Filed February 21, 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 | $108,492 | $135,952-20.2% | $123,892-12.4% | $273,961-60.4% |
| Participation rate | 68.8% | 84.1%-15.3pp | 81.4%-12.7pp | 83.0%-14.3pp |
| Annual return | 6.58% | 56.63%-50.1pp | 47.52%-40.9pp | 41.45%-34.9pp |
| Employer contribution / active EE | $2,234 | $5,170-56.8% | $4,617-51.6% | $4,869-54.1% |
| Participant deferral / active EE | $5,985 | $6,343-5.6% | $5,9840% | $5,287+13.2% |
| Admin fee / account holder | $2,123 | $9,817-78.4% | $8,357-74.6% | $10,132-79.1% |