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 | $26,263 | $57,281-54.2% | $86,612-69.7% | $75,163-65.1% |
| Participation rate | 57.7% | 63.2%-5.5pp | 71.7%-14.0pp | 67.2%-9.5pp |
| Annual return | 12.70% | 2670.75%-2658.0pp | 591.07%-578.4pp | 160.62%-147.9pp |
| Employer contribution / active EE | $342 | $2,314-85.2% | $3,022-88.7% | $2,670-87.2% |
| Participant deferral / active EE | $1,372 | $3,318-58.6% | $4,438-69.1% | $4,125-66.7% |
| Admin fee / account holder | $2,282 | $4,112-44.5% | $5,614-59.3% | $5,651-59.6% |