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 | $80,956 | $117,983-31.4% | $101,794-20.5% | $142,382-43.1% |
| Participation rate | 87.0% | 74.2%+12.7pp | 69.2%+17.8pp | 80.1%+6.8pp |
| Annual return | 13.14% | 36.92%-23.8pp | 30.53%-17.4pp | 217.08%-203.9pp |
| Employer contribution / active EE | $2,795 | $2,773+0.8% | $2,289+22.1% | $4,299-35.0% |
| Participant deferral / active EE | $6,713 | $4,714+42.4% | $4,084+64.4% | $6,507+3.2% |
| Admin fee / account holder | $2,350 | $10,433-77.5% | $8,777-73.2% | $12,624-81.4% |