Filed February 10, 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 | $69,955 | $72,492-3.5% | $87,100-19.7% | $72,985-4.2% |
| Participation rate | 68.1% | 72.8%-4.7pp | 76.9%-8.7pp | 69.5%-1.4pp |
| Annual return | 55.72% | 24.46%+31.3pp | 28.19%+27.5pp | 81.00%-25.3pp |
| Employer contribution / active EE | $1,302 | $1,894-31.3% | $2,521-48.4% | $2,440-46.6% |
| Participant deferral / active EE | $2,757 | $3,270-15.7% | $4,049-31.9% | $3,607-23.6% |
| Admin fee / account holder | $430 | $5,055-91.5% | $7,497-94.3% | $5,124-91.6% |