Filed December 9, 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 | $27,391 | $39,122-30.0% | $57,179-52.1% | $62,891-56.4% |
| Participation rate | 97.5% | 70.5%+27.0pp | 75.3%+22.2pp | 69.3%+28.2pp |
| Annual return | 8.98% | 9.23%-0.3pp | 14.59%-5.6pp | 20.14%-11.2pp |
| Employer contribution / active EE | $4,149 | $1,874+121.4% | $2,682+54.7% | $2,281+81.9% |
| Participant deferral / active EE | $4,833 | $2,374+103.6% | $3,096+56.1% | $3,203+50.9% |
| Admin fee / account holder | $1,366 | $2,592-47.3% | $3,139-56.5% | $4,296-68.2% |