Filed October 18, 2004 (most recent of 3 filings on file)
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 | $110,093 | $71,050+55.0% | $93,606+17.6% | $80,856+36.2% |
| Participation rate | 46.4% | 60.4%-14.0pp | 68.7%-22.3pp | 67.6%-21.2pp |
| Annual return | 12.81% | 11.26%+1.5pp | 133.20%-120.4pp | 35.59%-22.8pp |
| Employer contribution / active EE | $2,766 | $1,564+76.9% | $2,420+14.3% | $2,755+0.4% |
| Participant deferral / active EE | $2,983 | $4,034-26.0% | $4,411-32.4% | $4,296-30.6% |
| Admin fee / account holder | $3,374 | $6,945-51.4% | $8,285-59.3% | $6,918-51.2% |