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.)
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 | $22,019 | $60,124-63.4% | $90,404-75.6% | $79,858-72.4% |
| Participation rate | 51.2% | 65.0%-13.7pp | 72.7%-21.4pp | 69.6%-18.4pp |
| Annual return | 10.96% | 71.94%-61.0pp | 1293.02%-1282.1pp | 31.71%-20.7pp |
| Employer contribution / active EE | $449 | $2,068-78.3% | $3,262-86.2% | $2,471-81.8% |
| Participant deferral / active EE | $890 | $2,938-69.7% | $3,963-77.5% | $3,740-76.2% |
| Admin fee / account holder | $2,810 | $3,976-29.3% | $5,611-49.9% | $5,306-47.0% |