Filed October 19, 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 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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $82,345 | $117,983-30.2% | $101,794-19.1% | $142,382-42.2% |
| Participation rate | 60.0% | 74.2%-14.2pp | 69.2%-9.2pp | 80.1%-20.1pp |
| Annual return | 12.65% | 36.92%-24.3pp | 30.53%-17.9pp | 217.08%-204.4pp |
| Employer contribution / active EE | $988 | $2,773-64.4% | $2,289-56.8% | $4,299-77.0% |
| Participant deferral / active EE | $3,812 | $4,714-19.1% | $4,084-6.7% | $6,507-41.4% |
| Admin fee / account holder | $27 | $10,433-99.7% | $8,777-99.7% | $12,624-99.8% |