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 | $86,961 | $52,580+65.4% | $71,671+21.3% | $70,131+24.0% |
| Participation rate | 84.9% | 60.9%+24.0pp | 68.7%+16.2pp | 69.5%+15.4pp |
| Annual return | 21.15% | 20.25%+0.9pp | 20.65%+0.5pp | 73.14%-52.0pp |
| Employer contribution / active EE | $1,262 | $1,616-21.9% | $2,460-48.7% | $2,342-46.1% |
| Participant deferral / active EE | $6,425 | $2,386+169.3% | $3,438+86.9% | $3,332+92.9% |
| Admin fee / account holder | $2,451 | $3,653-32.9% | $5,558-55.9% | $4,645-47.2% |