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 | $28,479 | $55,449-48.6% | $83,848-66.0% | $56,287-49.4% |
| Participation rate | 65.9% | 68.0%-2.1pp | 76.1%-10.2pp | 69.9%-3.9pp |
| Annual return | 19.69% | -1.38%+21.1pp | 850.88%-831.2pp | -9.96%+29.6pp |
| Employer contribution / active EE | $1,924 | $2,430-20.9% | $3,631-47.0% | $2,111-8.9% |
| Participant deferral / active EE | $1,163 | $2,935-60.4% | $4,082-71.5% | $3,350-65.3% |
| Admin fee / account holder | $1,360 | $656+107.3% | $5,478-75.2% | $521+161.1% |