Filed October 18, 2004
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 7-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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,097 | $66,601-48.8% | $92,893-63.3% | $67,579-49.5% |
| Participation rate | 15.9% | 72.5%-56.6pp | 76.0%-60.1pp | 71.3%-55.4pp |
| Annual return | 23.84% | 92.58%-68.7pp | 109.41%-85.6pp | 378.56%-354.7pp |
| Employer contribution / active EE | $580 | $2,775-79.1% | $3,653-84.1% | $2,148-73.0% |
| Participant deferral / active EE | $975 | $3,157-69.1% | $4,236-77.0% | $3,539-72.5% |
| Admin fee / account holder | $6 | $199-96.7% | $5,794-99.9% | $142-95.4% |