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 | $79,629 | $102,616-22.4% | $81,983-2.9% | $158,922-49.9% |
| Participation rate | 86.4% | 75.5%+10.8pp | 69.2%+17.1pp | 82.0%+4.4pp |
| Annual return | 8.39% | 61.04%-52.6pp | 41.31%-32.9pp | 302.83%-294.4pp |
| Employer contribution / active EE | $1,731 | $3,240-46.6% | $2,498-30.7% | $4,761-63.6% |
| Participant deferral / active EE | $2,932 | $4,648-36.9% | $3,722-21.2% | $5,982-51.0% |
| Admin fee / account holder | $4,553 | $8,235-44.7% | $5,664-19.6% | $11,246-59.5% |