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 | $169,133 | $150,440+12.4% | $136,294+24.1% | $147,584+14.6% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 21.51% | 1049.08%-1027.6pp | 5155.94%-5134.4pp | 578.55%-557.0pp |
| Employer contribution / active EE | $3,214 | $5,256-38.9% | $4,695-31.6% | $4,876-34.1% |
| Participant deferral / active EE | $7,547 | $6,630+13.8% | $6,247+20.8% | $5,439+38.8% |
| Admin fee / account holder | $17,237 | $10,905+58.1% | $9,243+86.5% | $10,885+58.3% |