Filed July 15, 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 | $162,772 | $165,335-1.6% | $149,696+8.7% | $158,922+2.4% |
| Participation rate | 80.0% | 84.6%-4.6pp | 82.5%-2.5pp | 82.0%-2.0pp |
| Annual return | 19.29% | 348.15%-328.9pp | 276.60%-257.3pp | 302.83%-283.5pp |
| Employer contribution / active EE | $4,927 | $5,103-3.4% | $4,644+6.1% | $4,761+3.5% |
| Participant deferral / active EE | $13,434 | $7,181+87.1% | $6,842+96.4% | $5,982+124.6% |
| Admin fee / account holder | $573 | $10,807-94.7% | $9,309-93.8% | $11,246-94.9% |