Filed November 11, 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 | $24,952 | $39,162-36.3% | $100,671-75.2% | $59,632-58.2% |
| Participation rate | 65.7% | 55.9%+9.9pp | 70.7%-5.0pp | 68.7%-3.0pp |
| Annual return | -1.72% | 21.07%-22.8pp | 20.43%-22.1pp | 2041.28%-2043.0pp |
| Employer contribution / active EE | $305 | $1,151-73.5% | $4,012-92.4% | $2,203-86.1% |
| Participant deferral / active EE | $2,839 | $1,992+42.5% | $3,144-9.7% | $3,192-11.0% |
| Admin fee / account holder | $3,588 | $2,969+20.8% | $4,850-26.0% | $4,297-16.5% |