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 | $180,927 | $74,927+141.5% | $101,794+77.7% | $84,808+113.3% |
| Participation rate | 48.1% | 61.4%-13.3pp | 69.2%-21.0pp | 68.3%-20.2pp |
| Annual return | 19.72% | 18.70%+1.0pp | 30.53%-10.8pp | 40.90%-21.2pp |
| Employer contribution / active EE | $1,437 | $1,522-5.5% | $2,289-37.2% | $2,631-45.4% |
| Participant deferral / active EE | $3,487 | $3,099+12.5% | $4,084-14.6% | $4,212-17.2% |
| Admin fee / account holder | $5,697 | $6,514-12.5% | $8,777-35.1% | $7,344-22.4% |