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 | $80,902 | $78,422+3.2% | $95,952-15.7% | $79,858+1.3% |
| Participation rate | 66.3% | 73.5%-7.2pp | 77.1%-10.8pp | 69.6%-3.3pp |
| Annual return | 14.63% | 19.37%-4.7pp | 91.61%-77.0pp | 31.71%-17.1pp |
| Employer contribution / active EE | $1,306 | $1,945-32.8% | $2,541-48.6% | $2,471-47.1% |
| Participant deferral / active EE | $2,849 | $3,440-17.2% | $4,167-31.6% | $3,740-23.8% |
| Admin fee / account holder | $476 | $5,622-91.5% | $6,795-93.0% | $5,306-91.0% |