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 | $55,672 | $60,124-7.4% | $90,404-38.4% | $79,858-30.3% |
| Participation rate | 55.6% | 65.0%-9.4pp | 72.7%-17.1pp | 69.6%-14.1pp |
| Annual return | 12.35% | 71.94%-59.6pp | 1293.02%-1280.7pp | 31.71%-19.4pp |
| Employer contribution / active EE | $1,087 | $2,068-47.4% | $3,262-66.7% | $2,471-56.0% |
| Participant deferral / active EE | $1,809 | $2,938-38.4% | $3,963-54.4% | $3,740-51.6% |
| Admin fee / account holder | $6,015 | $3,976+51.3% | $5,611+7.2% | $5,306+13.4% |