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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $54,614 | $80,968-32.5% | $96,544-43.4% | $75,163-27.3% |
| Participation rate | 98.2% | 71.8%+26.4pp | 76.0%+22.3pp | 67.2%+31.0pp |
| Annual return | 9.32% | 27.06%-17.7pp | 25.84%-16.5pp | 160.62%-151.3pp |
| Employer contribution / active EE | $1,646 | $2,282-27.8% | $2,965-44.5% | $2,670-38.3% |
| Participant deferral / active EE | $3,801 | $3,928-3.2% | $4,851-21.6% | $4,125-7.9% |
| Admin fee / account holder | $2,681 | $6,724-60.1% | $8,252-67.5% | $5,651-52.6% |