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.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $27,671 | $101,724-72.8% | $164,813-83.2% | $80,856-65.8% |
| Participation rate | 70.3% | 71.8%-1.6pp | 78.6%-8.3pp | 67.6%+2.6pp |
| Annual return | 14.64% | 16.72%-2.1pp | 69.93%-55.3pp | 35.59%-21.0pp |
| Employer contribution / active EE | $5,406 | $2,953+83.0% | $4,341+24.5% | $2,755+96.2% |
| Participant deferral / active EE | $4,350 | $4,477-2.8% | $6,031-27.9% | $4,296+1.3% |
| Admin fee / account holder | $1,497 | $8,227-81.8% | $12,690-88.2% | $6,918-78.4% |