Filed October 18, 2004 (most recent of 3 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 | $59,199 | $46,869+26.3% | $122,332-51.6% | $70,131-15.6% |
| Participation rate | 59.6% | 58.2%+1.4pp | 71.6%-12.1pp | 69.5%-10.0pp |
| Annual return | 21.97% | 24.22%-2.3pp | 30.27%-8.3pp | 73.14%-51.2pp |
| Employer contribution / active EE | $605 | $1,288-53.0% | $4,050-85.1% | $2,342-74.2% |
| Participant deferral / active EE | $2,188 | $2,166+1.0% | $3,287-33.4% | $3,332-34.3% |
| Admin fee / account holder | $501 | $3,322-84.9% | $5,478-90.9% | $4,645-89.2% |