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 | $63,681 | $105,859-39.8% | $90,160-29.4% | $147,584-56.9% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 15.99% | 37.63%-21.6pp | 34.88%-18.9pp | 578.55%-562.6pp |
| Employer contribution / active EE | $3,242 | $4,126-21.4% | $3,318-2.3% | $4,876-33.5% |
| Participant deferral / active EE | $10,363 | $5,733+80.8% | $5,288+96.0% | $5,439+90.5% |
| Admin fee / account holder | $5,364 | $8,046-33.3% | $5,943-9.7% | $10,885-50.7% |