Filed December 23, 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 | $67,430 | $55,706+21.0% | $75,886-11.1% | $72,985-7.6% |
| Participation rate | 77.8% | 61.1%+16.6pp | 69.3%+8.5pp | 69.5%+8.3pp |
| Annual return | 19.08% | 27.59%-8.5pp | 30.76%-11.7pp | 81.00%-61.9pp |
| Employer contribution / active EE | $1,594 | $1,687-5.5% | $2,500-36.3% | $2,440-34.7% |
| Participant deferral / active EE | $2,765 | $2,634+5.0% | $3,603-23.3% | $3,607-23.3% |
| Admin fee / account holder | $3,433 | $3,978-13.7% | $5,418-36.6% | $5,124-33.0% |