Filed October 19, 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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $130,352 | $150,440-13.4% | $136,294-4.4% | $147,584-11.7% |
| Participation rate | 90.0% | 84.4%+5.6pp | 81.9%+8.1pp | 82.8%+7.2pp |
| Annual return | 9.94% | 1049.08%-1039.1pp | 5155.94%-5146.0pp | 578.55%-568.6pp |
| Employer contribution / active EE | $510 | $5,256-90.3% | $4,695-89.1% | $4,876-89.6% |
| Participant deferral / active EE | $1,395 | $6,630-79.0% | $6,247-77.7% | $5,439-74.3% |
| Admin fee / account holder | $3,808 | $10,905-65.1% | $9,243-58.8% | $10,885-65.0% |