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 | $62,223 | $57,281+8.6% | $86,612-28.2% | $75,163-17.2% |
| Participation rate | 59.6% | 63.2%-3.6pp | 71.7%-12.1pp | 67.2%-7.6pp |
| Annual return | 15.02% | 2670.75%-2655.7pp | 591.07%-576.0pp | 160.62%-145.6pp |
| Employer contribution / active EE | $1,470 | $2,314-36.5% | $3,022-51.4% | $2,670-44.9% |
| Participant deferral / active EE | $2,846 | $3,318-14.2% | $4,438-35.9% | $4,125-31.0% |
| Admin fee / account holder | $4,839 | $4,112+17.7% | $5,614-13.8% | $5,651-14.4% |