Filed October 19, 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 | $173,435 | $80,673+115.0% | $101,326+71.2% | $84,808+104.5% |
| Participation rate | 90.6% | 77.8%+12.8pp | 81.5%+9.1pp | 68.3%+22.3pp |
| Annual return | 19.77% | 38.95%-19.2pp | 36.82%-17.1pp | 40.90%-21.1pp |
| Employer contribution / active EE | $1,219 | $2,698-54.8% | $3,665-66.7% | $2,631-53.7% |
| Participant deferral / active EE | $4,802 | $6,840-29.8% | $7,994-39.9% | $4,212+14.0% |
| Admin fee / account holder | $1,195 | $12,784-90.6% | $11,185-89.3% | $7,344-83.7% |