Filed December 26, 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 | $27,812 | $58,726-52.6% | $92,233-69.8% | $62,292-55.4% |
| Participation rate | 63.4% | 68.3%-5.0pp | 76.5%-13.1pp | 69.5%-6.1pp |
| Annual return | 14.65% | 43.62%-29.0pp | 176.28%-161.6pp | 28.90%-14.2pp |
| Employer contribution / active EE | $2,329 | $2,392-2.6% | $3,679-36.7% | $2,042+14.1% |
| Participant deferral / active EE | $1,164 | $2,766-57.9% | $3,897-70.1% | $3,169-63.3% |
| Admin fee / account holder | $2,382 | $556+328.0% | $5,194-54.1% | $479+396.9% |