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.
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 | $43,224 | $91,552-52.8% | $133,956-67.7% | $79,858-45.9% |
| Participation rate | 89.3% | 73.3%+15.9pp | 79.8%+9.4pp | 69.6%+19.7pp |
| Annual return | 11.99% | 61.85%-49.9pp | 45.09%-33.1pp | 31.71%-19.7pp |
| Employer contribution / active EE | $1,589 | $2,384-33.3% | $3,919-59.5% | $2,471-35.7% |
| Participant deferral / active EE | $3,036 | $3,733-18.7% | $5,048-39.9% | $3,740-18.8% |
| Admin fee / account holder | $5,146 | $6,321-18.6% | $8,927-42.4% | $5,306-3.0% |