Filed October 18, 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 | $56,428 | $54,762+3.0% | $90,281-37.5% | $72,985-22.7% |
| Participation rate | 49.4% | 65.1%-15.7pp | 73.3%-23.8pp | 69.5%-20.1pp |
| Annual return | 20.00% | 30.63%-10.6pp | 78.10%-58.1pp | 81.00%-61.0pp |
| Employer contribution / active EE | $947 | $2,092-54.7% | $2,854-66.8% | $2,440-61.2% |
| Participant deferral / active EE | $1,713 | $2,887-40.7% | $3,885-55.9% | $3,607-52.5% |
| Admin fee / account holder | $2,957 | $3,972-25.6% | $5,351-44.8% | $5,124-42.3% |