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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $127,965 | $73,933+73.1% | $96,683+32.4% | $75,163+70.2% |
| Participation rate | 100.0% | 66.4%+33.6pp | 74.3%+25.7pp | 67.2%+32.8pp |
| Annual return | -7.09% | 26.70%-33.8pp | 35.69%-42.8pp | 160.62%-167.7pp |
| Employer contribution / active EE | $2,172 | $2,928-25.8% | $3,737-41.9% | $2,670-18.7% |
| Participant deferral / active EE | $5,277 | $3,659+44.2% | $4,878+8.2% | $4,125+27.9% |
| Admin fee / account holder | $4,211 | $5,216-19.3% | $6,730-37.4% | $5,651-25.5% |