Filed April 2, 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.
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 | $59,945 | $215,361-72.2% | $171,082-65.0% | $273,961-78.1% |
| Participation rate | 91.7% | 82.0%+9.6pp | 76.7%+15.0pp | 83.0%+8.7pp |
| Annual return | 6.42% | 25.14%-18.7pp | 32.56%-26.1pp | 41.45%-35.0pp |
| Employer contribution / active EE | $727 | $4,967-85.4% | $4,002-81.8% | $4,869-85.1% |
| Participant deferral / active EE | $4,615 | $5,543-16.8% | $4,797-3.8% | $5,287-12.7% |
| Admin fee / account holder | $424 | $10,846-96.1% | $8,520-95.0% | $10,132-95.8% |