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 | $75,006 | $228,332-67.2% | $185,823-59.6% | $158,922-52.8% |
| Participation rate | 73.9% | 82.3%-8.4pp | 78.0%-4.1pp | 82.0%-8.0pp |
| Annual return | 14.26% | 40.80%-26.5pp | 35.95%-21.7pp | 302.83%-288.6pp |
| Employer contribution / active EE | $1,892 | $4,967-61.9% | $4,087-53.7% | $4,761-60.3% |
| Participant deferral / active EE | $3,330 | $6,415-48.1% | $5,632-40.9% | $5,982-44.3% |
| Admin fee / account holder | $4,214 | $11,864-64.5% | $9,500-55.6% | $11,246-62.5% |