Filed June 10, 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 | $164,837 | $99,020+66.5% | $86,590+90.4% | $147,584+11.7% |
| Participation rate | 94.1% | 76.3%+17.8pp | 73.5%+20.6pp | 82.8%+11.3pp |
| Annual return | 15.38% | 1312.34%-1297.0pp | 964.84%-949.5pp | 578.55%-563.2pp |
| Employer contribution / active EE | $7,261 | $3,132+131.8% | $2,839+155.7% | $4,876+48.9% |
| Participant deferral / active EE | $11,586 | $3,972+191.7% | $3,609+221.1% | $5,439+113.0% |
| Admin fee / account holder | $10,373 | $5,710+81.7% | $4,906+111.5% | $10,885-4.7% |