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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $104,130 | $105,859-1.6% | $90,160+15.5% | $147,584-29.4% |
| Participation rate | 77.3% | 79.7%-2.5pp | 76.9%+0.4pp | 82.8%-5.6pp |
| Annual return | 19.92% | 37.63%-17.7pp | 34.88%-15.0pp | 578.55%-558.6pp |
| Employer contribution / active EE | $0 | $4,126-100.0% | $3,318-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $2,682 | $5,733-53.2% | $5,288-49.3% | $5,439-50.7% |
| Admin fee / account holder | $32,254 | $8,046+300.9% | $5,943+442.7% | $10,885+196.3% |