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 | $137,242 | $189,613-27.6% | $167,512-18.1% | $142,382-3.6% |
| Participation rate | 75.0% | 80.1%-5.1pp | 77.1%-2.1pp | 80.1%-5.1pp |
| Annual return | 14.56% | 2024.68%-2010.1pp | 1615.79%-1601.2pp | 217.08%-202.5pp |
| Employer contribution / active EE | $2,369 | $4,349-45.5% | $3,882-39.0% | $4,299-44.9% |
| Participant deferral / active EE | $5,652 | $6,981-19.0% | $6,405-11.7% | $6,507-13.1% |
| Admin fee / account holder | $10,803 | $10,528+2.6% | $9,769+10.6% | $12,624-14.4% |