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 | $46,147 | $45,035+2.5% | $62,995-26.7% | $70,131-34.2% |
| Participation rate | 97.8% | 69.5%+28.3pp | 74.8%+23.0pp | 69.5%+28.2pp |
| Annual return | 15.50% | 18.76%-3.3pp | 87.57%-72.1pp | 73.14%-57.6pp |
| Employer contribution / active EE | $4,098 | $2,051+99.8% | $2,759+48.6% | $2,342+75.0% |
| Participant deferral / active EE | $4,953 | $2,465+101.0% | $3,329+48.8% | $3,332+48.7% |
| Admin fee / account holder | $3,083 | $2,834+8.8% | $3,600-14.4% | $4,645-33.6% |