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 | $134,888 | $179,726-24.9% | $156,263-13.7% | $142,382-5.3% |
| Participation rate | 88.9% | 82.1%+6.8pp | 78.9%+10.0pp | 80.1%+8.8pp |
| Annual return | 13.44% | 77.86%-64.4pp | 59.47%-46.0pp | 217.08%-203.6pp |
| Employer contribution / active EE | $3,021 | $5,069-40.4% | $4,333-30.3% | $4,299-29.7% |
| Participant deferral / active EE | $8,867 | $6,956+27.5% | $6,158+44.0% | $6,507+36.3% |
| Admin fee / account holder | $15,523 | $17,272-10.1% | $14,255+8.9% | $12,624+23.0% |