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 | $50,224 | $44,221+13.6% | $121,196-58.6% | $56,287-10.8% |
| Participation rate | 52.5% | 61.1%-8.6pp | 71.7%-19.3pp | 69.9%-17.4pp |
| Annual return | -6.78% | -3.58%-3.2pp | 16.93%-23.7pp | -9.96%+3.2pp |
| Employer contribution / active EE | $561 | $1,480-62.1% | $4,022-86.1% | $2,111-73.4% |
| Participant deferral / active EE | $2,034 | $2,521-19.3% | $3,344-39.2% | $3,350-39.3% |
| Admin fee / account holder | $8,224 | $480+1612.0% | $5,019+63.9% | $521+1478.7% |