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 | $46,153 | $92,703-50.2% | $82,719-44.2% | $134,475-65.7% |
| Participation rate | 85.7% | 75.2%+10.5pp | 72.6%+13.2pp | 81.2%+4.5pp |
| Annual return | -15.66% | 944.92%-960.6pp | 701.18%-716.8pp | 417.96%-433.6pp |
| Employer contribution / active EE | $1,945 | $3,274-40.6% | $3,009-35.3% | $4,740-59.0% |
| Participant deferral / active EE | $2,871 | $4,802-40.2% | $4,395-34.7% | $6,400-55.1% |
| Admin fee / account holder | $6,187 | $5,983+3.4% | $5,329+16.1% | $11,426-45.8% |