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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $201,630 | $138,065+46.0% | $123,544+63.2% | $135,375+48.9% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -10.19% | 153.68%-163.9pp | 119.20%-129.4pp | 519.73%-529.9pp |
| Employer contribution / active EE | $10,137 | $5,151+96.8% | $4,628+119.0% | $4,779+112.1% |
| Participant deferral / active EE | $7,873 | $6,799+15.8% | $6,426+22.5% | $5,609+40.4% |
| Admin fee / account holder | $914 | $10,916-91.6% | $9,284-90.2% | $10,827-91.6% |