Filed December 24, 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 7-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 | $28,762 | $110,257-73.9% | $96,544-70.2% | $139,434-79.4% |
| Participation rate | 100.0% | 78.1%+21.9pp | 76.0%+24.0pp | 80.3%+19.7pp |
| Annual return | 17.27% | 26.32%-9.0pp | 25.84%-8.6pp | 372.94%-355.7pp |
| Employer contribution / active EE | $3,916 | $3,620+8.2% | $2,965+32.1% | $4,751-17.6% |
| Participant deferral / active EE | $6,275 | $5,548+13.1% | $4,851+29.4% | $6,710-6.5% |
| Admin fee / account holder | $3,148 | $11,591-72.8% | $8,252-61.9% | $11,403-72.4% |