Filed October 18, 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.)
Annual investment return 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).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,475 | $54,762-64.4% | $90,281-78.4% | $72,985-73.3% |
| Participation rate | 57.9% | 65.1%-7.3pp | 73.3%-15.4pp | 69.5%-11.6pp |
| Annual return | 10.97% | 30.63%-19.7pp | 78.10%-67.1pp | 81.00%-70.0pp |
| Employer contribution / active EE | $430 | $2,092-79.5% | $2,854-84.9% | $2,440-82.4% |
| Participant deferral / active EE | $860 | $2,887-70.2% | $3,885-77.9% | $3,607-76.2% |
| Admin fee / account holder | $1,171 | $3,972-70.5% | $5,351-78.1% | $5,124-77.2% |