Filed October 18, 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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $30,254 | $49,227-38.5% | $70,449-57.1% | $79,858-62.1% |
| Participation rate | 60.4% | 69.2%-8.8pp | 75.1%-14.6pp | 69.6%-9.2pp |
| Annual return | 14.09% | 30.06%-16.0pp | 109.03%-94.9pp | 31.71%-17.6pp |
| Employer contribution / active EE | $730 | $2,099-65.2% | $2,737-73.3% | $2,471-70.5% |
| Participant deferral / active EE | $639 | $2,768-76.9% | $3,709-82.8% | $3,740-82.9% |
| Admin fee / account holder | $476 | $2,878-83.5% | $3,845-87.6% | $5,306-91.0% |