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 | $95,641 | $80,968+18.1% | $96,544-0.9% | $75,163+27.2% |
| Participation rate | 98.8% | 71.8%+27.0pp | 76.0%+22.8pp | 67.2%+31.6pp |
| Annual return | 16.68% | 27.06%-10.4pp | 25.84%-9.2pp | 160.62%-143.9pp |
| Employer contribution / active EE | $1,768 | $2,282-22.5% | $2,965-40.4% | $2,670-33.8% |
| Participant deferral / active EE | $8,105 | $3,928+106.3% | $4,851+67.1% | $4,125+96.5% |
| Admin fee / account holder | $9,895 | $6,724+47.2% | $8,252+19.9% | $5,651+75.1% |