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 | $27,390 | $58,208-52.9% | $81,812-66.5% | $80,856-66.1% |
| Participation rate | 53.6% | 63.4%-9.8pp | 72.3%-18.8pp | 67.6%-14.1pp |
| Annual return | 8.67% | 41.66%-33.0pp | 773.79%-765.1pp | 35.59%-26.9pp |
| Employer contribution / active EE | $827 | $2,340-64.7% | $2,912-71.6% | $2,755-70.0% |
| Participant deferral / active EE | $1,564 | $3,281-52.3% | $4,319-63.8% | $4,296-63.6% |
| Admin fee / account holder | $7,548 | $4,981+51.5% | $7,386+2.2% | $6,918+9.1% |