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 | $58,867 | $65,395-10.0% | $182,532-67.7% | $72,985-19.3% |
| Participation rate | 76.9% | 65.4%+11.5pp | 78.0%-1.1pp | 69.5%+7.4pp |
| Annual return | 21.19% | 27.68%-6.5pp | 148.54%-127.4pp | 81.00%-59.8pp |
| Employer contribution / active EE | $1,740 | $1,911-8.9% | $4,076-57.3% | $2,440-28.7% |
| Participant deferral / active EE | $3,002 | $3,563-15.8% | $5,524-45.7% | $3,607-16.8% |
| Admin fee / account holder | $1,095 | $4,245-74.2% | $8,592-87.3% | $5,124-78.6% |