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 | $115,748 | $210,648-45.1% | $177,989-35.0% | $145,922-20.7% |
| Participation rate | 71.4% | 80.8%-9.3pp | 77.1%-5.7pp | 80.3%-8.8pp |
| Annual return | 13.52% | 385.86%-372.3pp | 294.48%-281.0pp | 561.29%-547.8pp |
| Employer contribution / active EE | $2,157 | $4,565-52.7% | $3,949-45.4% | $4,660-53.7% |
| Participant deferral / active EE | $4,685 | $6,958-32.7% | $6,276-25.4% | $6,688-29.9% |
| Admin fee / account holder | $10,618 | $12,013-11.6% | $10,363+2.5% | $13,397-20.7% |