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 | $76,854 | $102,966-25.4% | $90,281-14.9% | $152,861-49.7% |
| Participation rate | 75.0% | 75.9%-0.9pp | 73.3%+1.7pp | 82.4%-7.4pp |
| Annual return | 17.48% | 95.16%-77.7pp | 78.10%-60.6pp | 345.32%-327.8pp |
| Employer contribution / active EE | $1,056 | $3,139-66.4% | $2,854-63.0% | $4,762-77.8% |
| Participant deferral / active EE | $2,285 | $4,281-46.6% | $3,885-41.2% | $5,850-60.9% |
| Admin fee / account holder | $23,999 | $6,171+288.9% | $5,351+348.5% | $11,596+106.9% |