Filed January 5, 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 | $39,785 | $72,012-44.8% | $185,823-78.6% | $79,858-50.2% |
| Participation rate | 51.9% | 65.8%-13.9pp | 78.0%-26.2pp | 69.6%-17.8pp |
| Annual return | 13.61% | 23.12%-9.5pp | 35.95%-22.3pp | 31.71%-18.1pp |
| Employer contribution / active EE | $869 | $1,965-55.7% | $4,087-78.7% | $2,471-64.8% |
| Participant deferral / active EE | $1,307 | $3,779-65.4% | $5,632-76.8% | $3,740-65.0% |
| Admin fee / account holder | $3,728 | $4,513-17.4% | $9,500-60.8% | $5,306-29.7% |