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 | $90,474 | $79,449+13.9% | $189,557-52.3% | $85,850+5.4% |
| Participation rate | 72.0% | 66.0%+6.0pp | 78.4%-6.4pp | 69.3%+2.7pp |
| Annual return | 14.49% | 18.45%-4.0pp | 64.17%-49.7pp | 318.53%-304.0pp |
| Employer contribution / active EE | $1,679 | $2,081-19.3% | $4,412-61.9% | $2,565-34.5% |
| Participant deferral / active EE | $3,652 | $4,051-9.8% | $6,174-40.8% | $3,952-7.6% |
| Admin fee / account holder | $1,960 | $5,377-63.6% | $9,807-80.0% | $6,260-68.7% |