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).
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $282,181 | $109,817+157.0% | $98,442+186.6% | $167,490+68.5% |
| Participation rate | 68.8% | 75.8%-7.1pp | 73.3%-4.6pp | 82.1%-13.4pp |
| Annual return | 15.14% | 1956.69%-1941.6pp | 1492.73%-1477.6pp | 478.56%-463.4pp |
| Employer contribution / active EE | $6,211 | $3,224+92.7% | $2,960+109.9% | $4,837+28.4% |
| Participant deferral / active EE | $8,150 | $4,673+74.4% | $4,276+90.6% | $6,341+28.5% |
| Admin fee / account holder | $4,101 | $6,753-39.3% | $5,949-31.1% | $12,309-66.7% |