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 | $49,129 | $211,958-76.8% | $169,463-71.0% | $135,375-63.7% |
| Participation rate | 70.8% | 82.6%-11.8pp | 77.8%-6.9pp | 82.6%-11.8pp |
| Annual return | -6.55% | 3.26%-9.8pp | 1.83%-8.4pp | 519.73%-526.3pp |
| Employer contribution / active EE | $1,808 | $5,120-64.7% | $4,159-56.5% | $4,779-62.2% |
| Participant deferral / active EE | $2,631 | $6,075-56.7% | $5,277-50.1% | $5,609-53.1% |
| Admin fee / account holder | $1,254 | $11,471-89.1% | $9,109-86.2% | $10,827-88.4% |