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).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,516 | $91,517-51.4% | $101,248-56.0% | $73,409-39.4% |
| Participation rate | 16.4% | 73.8%-57.4pp | 75.8%-59.4pp | 72.2%-55.8pp |
| Annual return | 20.22% | 17.17%+3.0pp | 46.47%-26.3pp | 59.29%-39.1pp |
| Employer contribution / active EE | $673 | $2,877-76.6% | $3,660-81.6% | $2,234-69.8% |
| Participant deferral / active EE | $1,106 | $3,338-66.9% | $4,370-74.7% | $3,805-70.9% |
| Admin fee / account holder | $160 | $216-26.1% | $5,945-97.3% | $158+1.1% |