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 | $36,599 | $56,317-35.0% | $71,209-48.6% | $74,304-50.7% |
| Participation rate | 22.4% | 55.1%-32.7pp | 73.8%-51.4pp | 60.3%-37.9pp |
| Annual return | 13.62% | 42.83%-29.2pp | 282.51%-268.9pp | 29.43%-15.8pp |
| Employer contribution / active EE | $369 | $2,160-82.9% | $2,721-86.5% | $2,241-83.5% |
| Participant deferral / active EE | $626 | $2,788-77.5% | $4,175-85.0% | $3,767-83.4% |
| Admin fee / account holder | $3,653 | $2,290+59.6% | $5,349-31.7% | $2,969+23.1% |