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 | $106,239 | $165,984-36.0% | $164,813-35.5% | $145,922-27.2% |
| Participation rate | 94.7% | 82.0%+12.7pp | 78.6%+16.1pp | 80.3%+14.5pp |
| Annual return | 10.38% | 100.03%-89.7pp | 69.93%-59.6pp | 561.29%-550.9pp |
| Employer contribution / active EE | $2,679 | $5,273-49.2% | $4,341-38.3% | $4,660-42.5% |
| Participant deferral / active EE | $7,731 | $6,959+11.1% | $6,031+28.2% | $6,688+15.6% |
| Admin fee / account holder | $10,294 | $16,648-38.2% | $12,690-18.9% | $13,397-23.2% |