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 | $258,581 | $92,703+178.9% | $82,719+212.6% | $134,475+92.3% |
| Participation rate | 61.1% | 75.2%-14.1pp | 72.6%-11.4pp | 81.2%-20.1pp |
| Annual return | -17.37% | 944.92%-962.3pp | 701.18%-718.5pp | 417.96%-435.3pp |
| Employer contribution / active EE | $6,143 | $3,274+87.6% | $3,009+104.2% | $4,740+29.6% |
| Participant deferral / active EE | $8,256 | $4,802+71.9% | $4,395+87.9% | $6,400+29.0% |
| Admin fee / account holder | $10,225 | $5,983+70.9% | $5,329+91.9% | $11,426-10.5% |