Filed January 12, 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 | $74,451 | $78,705-5.4% | $117,854-36.8% | $70,131+6.2% |
| Participation rate | 85.3% | 73.2%+12.1pp | 79.7%+5.6pp | 69.5%+15.8pp |
| Annual return | 13.14% | 23.30%-10.2pp | 335.08%-321.9pp | 73.14%-60.0pp |
| Employer contribution / active EE | $1,982 | $2,223-10.9% | $3,786-47.7% | $2,342-15.4% |
| Participant deferral / active EE | $3,408 | $3,297+3.4% | $4,482-24.0% | $3,332+2.3% |
| Admin fee / account holder | $4,337 | $5,065-14.4% | $8,020-45.9% | $4,645-6.6% |