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 | $182,474 | $211,958-13.9% | $169,463+7.7% | $135,375+34.8% |
| Participation rate | 100.0% | 82.6%+17.4pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | 6.39% | 3.26%+3.1pp | 1.83%+4.6pp | 519.73%-513.3pp |
| Employer contribution / active EE | $4,604 | $5,120-10.1% | $4,159+10.7% | $4,779-3.7% |
| Participant deferral / active EE | $4,080 | $6,075-32.8% | $5,277-22.7% | $5,609-27.3% |
| Admin fee / account holder | $1,655 | $11,471-85.6% | $9,109-81.8% | $10,827-84.7% |