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 | $74,412 | $67,606+10.1% | $82,313-9.6% | $70,131+6.1% |
| Participation rate | 92.3% | 72.8%+19.5pp | 76.9%+15.4pp | 69.5%+22.8pp |
| Annual return | 15.32% | 21.57%-6.3pp | 25.88%-10.6pp | 73.14%-57.8pp |
| Employer contribution / active EE | $2,468 | $1,755+40.6% | $2,428+1.6% | $2,342+5.4% |
| Participant deferral / active EE | $3,893 | $2,987+30.3% | $3,706+5.0% | $3,332+16.9% |
| Admin fee / account holder | $4,901 | $4,512+8.6% | $5,608-12.6% | $4,645+5.5% |