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 | $83,680 | $154,117-45.7% | $129,995-35.6% | $139,434-40.0% |
| Participation rate | 95.8% | 82.0%+13.9pp | 78.5%+17.3pp | 80.3%+15.5pp |
| Annual return | 14.37% | 32.48%-18.1pp | -137.18%+151.5pp | 372.94%-358.6pp |
| Employer contribution / active EE | $3,154 | $5,289-40.4% | $4,320-27.0% | $4,751-33.6% |
| Participant deferral / active EE | $7,579 | $6,710+13.0% | $5,820+30.2% | $6,710+13.0% |
| Admin fee / account holder | $3,647 | $14,007-74.0% | $10,614-65.6% | $11,403-68.0% |