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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $57,265 | $91,552-37.5% | $133,956-57.3% | $79,858-28.3% |
| Participation rate | 94.9% | 73.3%+21.5pp | 79.8%+15.0pp | 69.6%+25.2pp |
| Annual return | 11.92% | 61.85%-49.9pp | 45.09%-33.2pp | 31.71%-19.8pp |
| Employer contribution / active EE | $480 | $2,384-79.9% | $3,919-87.8% | $2,471-80.6% |
| Participant deferral / active EE | $2,703 | $3,733-27.6% | $5,048-46.5% | $3,740-27.7% |
| Admin fee / account holder | $7,583 | $6,321+20.0% | $8,927-15.1% | $5,306+42.9% |