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 | $68,769 | $112,096-38.7% | $95,952-28.3% | $158,922-56.7% |
| Participation rate | 90.0% | 79.0%+11.0pp | 77.1%+12.9pp | 82.0%+8.0pp |
| Annual return | 18.79% | 171.09%-152.3pp | 91.61%-72.8pp | 302.83%-284.0pp |
| Employer contribution / active EE | $3,828 | $3,198+19.7% | $2,541+50.6% | $4,761-19.6% |
| Participant deferral / active EE | $9,244 | $4,784+93.2% | $4,167+121.8% | $5,982+54.5% |
| Admin fee / account holder | $4,701 | $10,130-53.6% | $6,795-30.8% | $11,246-58.2% |