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 8-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 | $72,513 | $53,127+36.5% | $86,590-16.3% | $70,131+3.4% |
| Participation rate | 71.4% | 65.3%+6.1pp | 73.5%-2.1pp | 69.5%+1.9pp |
| Annual return | 13.54% | 27.66%-14.1pp | 964.84%-951.3pp | 73.14%-59.6pp |
| Employer contribution / active EE | $594 | $2,068-71.3% | $2,839-79.1% | $2,342-74.6% |
| Participant deferral / active EE | $1,387 | $2,696-48.6% | $3,609-61.6% | $3,332-58.4% |
| Admin fee / account holder | $918 | $3,585-74.4% | $4,906-81.3% | $4,645-80.2% |