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 | $125,869 | $91,552+37.5% | $133,956-6.0% | $79,858+57.6% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.6%+30.4pp |
| Annual return | 29.01% | 61.85%-32.8pp | 45.09%-16.1pp | 31.71%-2.7pp |
| Employer contribution / active EE | $1,714 | $2,384-28.1% | $3,919-56.3% | $2,471-30.6% |
| Participant deferral / active EE | $5,307 | $3,733+42.1% | $5,048+5.1% | $3,740+41.9% |
| Admin fee / account holder | $13,667 | $6,321+116.2% | $8,927+53.1% | $5,306+157.6% |