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 | $26,158 | $54,350-51.9% | $82,719-68.4% | $68,494-61.8% |
| Participation rate | 54.3% | 63.9%-9.6pp | 72.6%-18.2pp | 67.9%-13.5pp |
| Annual return | -14.77% | -13.67%-1.1pp | 701.18%-716.0pp | -7.84%-6.9pp |
| Employer contribution / active EE | $496 | $2,218-77.6% | $3,009-83.5% | $2,596-80.9% |
| Participant deferral / active EE | $1,362 | $3,246-58.0% | $4,395-69.0% | $4,027-66.2% |
| Admin fee / account holder | $3,838 | $4,395-12.7% | $5,329-28.0% | $5,403-29.0% |