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 | $172,256 | $198,466-13.2% | $170,442+1.1% | $147,584+16.7% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 19.19% | 257.29%-238.1pp | 205.93%-186.7pp | 578.55%-559.4pp |
| Employer contribution / active EE | $2,618 | $6,184-57.7% | $5,433-51.8% | $4,876-46.3% |
| Participant deferral / active EE | $6,271 | $5,629+11.4% | $4,939+27.0% | $5,439+15.3% |
| Admin fee / account holder | $12,623 | $16,852-25.1% | $13,880-9.1% | $10,885+16.0% |