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 | $25,952 | $65,409-60.3% | $98,442-73.6% | $85,850-69.8% |
| Participation rate | 55.8% | 65.0%-9.2pp | 73.3%-17.6pp | 69.3%-13.5pp |
| Annual return | 12.20% | 21.76%-9.6pp | 1492.73%-1480.5pp | 318.53%-306.3pp |
| Employer contribution / active EE | $631 | $2,168-70.9% | $2,960-78.7% | $2,565-75.4% |
| Participant deferral / active EE | $1,154 | $3,166-63.5% | $4,276-73.0% | $3,952-70.8% |
| Admin fee / account holder | $2,529 | $4,593-44.9% | $5,949-57.5% | $6,260-59.6% |