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 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 | $25,570 | $76,000-66.4% | $154,107-83.4% | $64,186-60.2% |
| Participation rate | 71.4% | 70.4%+1.0pp | 83.0%-11.6pp | 69.6%+1.9pp |
| Annual return | 12.91% | 30.32%-17.4pp | 735.12%-722.2pp | 7.63%+5.3pp |
| Employer contribution / active EE | $645 | $3,351-80.8% | $5,298-87.8% | $2,381-72.9% |
| Participant deferral / active EE | $1,636 | $3,175-48.5% | $5,081-67.8% | $3,470-52.9% |
| Admin fee / account holder | $3,321 | $5,596-40.6% | $13,411-75.2% | $4,888-32.0% |