Filed October 18, 2004
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.
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 | $107,792 | $124,881-13.7% | $209,409-48.5% | $116,875-7.8% |
| Participation rate | 96.6% | 75.8%+20.8pp | 80.4%+16.2pp | 74.5%+22.0pp |
| Annual return | 11.72% | 14.56%-2.8pp | 159.49%-147.8pp | 16.29%-4.6pp |
| Employer contribution / active EE | $6,897 | $2,588+166.5% | $5,035+37.0% | $3,288+109.8% |
| Participant deferral / active EE | $0 | $3,793-100.0% | $4,230-100.0% | $3,885-100.0% |
| Admin fee / account holder | $5,127 | $12,933-60.4% | $16,474-68.9% | $12,263-58.2% |