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 | $136,640 | $209,411-34.8% | $178,490-23.4% | $158,922-14.0% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 13.31% | 188.75%-175.4pp | 151.07%-137.8pp | 302.83%-289.5pp |
| Employer contribution / active EE | $2,437 | $5,706-57.3% | $5,011-51.4% | $4,761-48.8% |
| Participant deferral / active EE | $6,574 | $5,954+10.4% | $5,202+26.4% | $5,982+9.9% |
| Admin fee / account holder | $3,060 | $17,074-82.1% | $13,984-78.1% | $11,246-72.8% |