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 | $208,149 | $209,411-0.6% | $178,490+16.6% | $158,922+31.0% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 9.82% | 188.75%-178.9pp | 151.07%-141.3pp | 302.83%-293.0pp |
| Employer contribution / active EE | $5,024 | $5,706-12.0% | $5,011+0.3% | $4,761+5.5% |
| Participant deferral / active EE | $4,365 | $5,954-26.7% | $5,202-16.1% | $5,982-27.0% |
| Admin fee / account holder | $3,960 | $17,074-76.8% | $13,984-71.7% | $11,246-64.8% |