Filed October 28, 2004 (most recent of 2 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 | $107,498 | $57,354+87.4% | $83,848+28.2% | $64,186+67.5% |
| Participation rate | 57.1% | 68.6%-11.5pp | 76.1%-19.0pp | 69.6%-12.4pp |
| Annual return | -7.68% | 11.38%-19.1pp | 850.88%-858.6pp | 7.63%-15.3pp |
| Employer contribution / active EE | $3,001 | $2,545+17.9% | $3,631-17.3% | $2,381+26.1% |
| Participant deferral / active EE | $5,238 | $2,993+75.0% | $4,082+28.3% | $3,470+51.0% |
| Admin fee / account holder | $1,104 | $4,046-72.7% | $5,478-79.9% | $4,888-77.4% |