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 | $77,954 | $49,177+58.5% | $79,464-1.9% | $64,186+21.5% |
| Participation rate | 76.0% | 65.0%+11.0pp | 73.3%+2.7pp | 69.6%+6.4pp |
| Annual return | -5.30% | -1.16%-4.1pp | 718.14%-723.4pp | 7.63%-12.9pp |
| Employer contribution / active EE | $1,105 | $2,076-46.8% | $2,800-60.5% | $2,381-53.6% |
| Participant deferral / active EE | $2,338 | $2,821-17.1% | $3,704-36.9% | $3,470-32.6% |
| Admin fee / account holder | $1,989 | $3,839-48.2% | $5,113-61.1% | $4,888-59.3% |