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 | $56,511 | $214,378-73.6% | $200,582-71.8% | $142,382-60.3% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 26.81% | 46.41%-19.6pp | 42.33%-15.5pp | 217.08%-190.3pp |
| Employer contribution / active EE | $2,873 | $6,841-58.0% | $6,419-55.2% | $4,299-33.2% |
| Participant deferral / active EE | $3,577 | $9,865-63.7% | $9,331-61.7% | $6,507-45.0% |
| Admin fee / account holder | $5,041 | $17,692-71.5% | $16,305-69.1% | $12,624-60.1% |