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 | $47,330 | $88,707-46.6% | $74,183-36.2% | $273,961-82.7% |
| Participation rate | 83.3% | 79.4%+3.9pp | 76.6%+6.7pp | 83.0%+0.3pp |
| Annual return | 6.56% | 11.94%-5.4pp | 17.74%-11.2pp | 41.45%-34.9pp |
| Employer contribution / active EE | $2,108 | $3,159-33.3% | $2,370-11.0% | $4,869-56.7% |
| Participant deferral / active EE | $5,599 | $4,212+32.9% | $3,550+57.7% | $5,287+5.9% |
| Admin fee / account holder | $2,494 | $8,717-71.4% | $5,586-55.4% | $10,132-75.4% |