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 | $97,101 | $84,233+15.3% | $170,442-43.0% | $70,131+38.5% |
| Participation rate | 96.6% | 70.8%+25.7pp | 83.6%+13.0pp | 69.5%+27.0pp |
| Annual return | 17.46% | 23.06%-5.6pp | 205.93%-188.5pp | 73.14%-55.7pp |
| Employer contribution / active EE | $2,595 | $3,387-23.4% | $5,433-52.2% | $2,342+10.8% |
| Participant deferral / active EE | $6,051 | $3,086+96.1% | $4,939+22.5% | $3,332+81.6% |
| Admin fee / account holder | $2,647 | $5,698-53.5% | $13,880-80.9% | $4,645-43.0% |