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.
Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 10-year trajectory for $4.99 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 | $78,117 | $178,174-56.2% | $156,181-50.0% | $137,256-43.1% |
| Participation rate | 86.4% | 82.0%+4.3pp | 78.8%+7.5pp | 80.0%+6.4pp |
| Annual return | 5.50% | 84.19%-78.7pp | 64.87%-59.4pp | 220.34%-214.8pp |
| Employer contribution / active EE | $4,545 | $4,972-8.6% | $4,294+5.9% | $4,156+9.4% |
| Participant deferral / active EE | $0 | $6,888-100.0% | $6,132-100.0% | $6,407-100.0% |
| Admin fee / account holder | $1,316 | $17,404-92.4% | $14,586-91.0% | $12,270-89.3% |