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 | $199,686 | $226,064-11.7% | $182,532+9.4% | $152,861+30.6% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.4%+17.6pp |
| Annual return | 5.88% | 192.51%-186.6pp | 148.54%-142.7pp | 345.32%-339.4pp |
| Employer contribution / active EE | $3,644 | $4,978-26.8% | $4,076-10.6% | $4,762-23.5% |
| Participant deferral / active EE | $4,080 | $6,368-35.9% | $5,524-26.1% | $5,850-30.3% |
| Admin fee / account holder | $1,245 | $10,703-88.4% | $8,592-85.5% | $11,596-89.3% |