Filed October 28, 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.
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 | $116,717 | $52,681+121.6% | $75,781+54.0% | $59,632+95.7% |
| Participation rate | 82.1% | 67.2%+14.9pp | 75.8%+6.3pp | 68.7%+13.5pp |
| Annual return | -1.69% | 2.95%-4.6pp | 9.68%-11.4pp | 2041.28%-2043.0pp |
| Employer contribution / active EE | $3,448 | $2,193+57.2% | $3,323+3.8% | $2,203+56.5% |
| Participant deferral / active EE | $5,456 | $2,591+110.6% | $3,651+49.4% | $3,192+71.0% |
| Admin fee / account holder | $1,392 | $3,610-61.4% | $5,299-73.7% | $4,297-67.6% |