Filed November 6, 2004 (most recent of 2 filings on file)
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 | $45,318 | $63,346-28.5% | $92,233-50.9% | $70,131-35.4% |
| Participation rate | 100.0% | 68.7%+31.3pp | 76.5%+23.5pp | 69.5%+30.5pp |
| Annual return | 15.07% | 530.12%-515.0pp | 176.28%-161.2pp | 73.14%-58.1pp |
| Employer contribution / active EE | $1,154 | $2,471-53.3% | $3,679-68.6% | $2,342-50.8% |
| Participant deferral / active EE | $4,013 | $2,854+40.6% | $3,897+3.0% | $3,332+20.4% |
| Admin fee / account holder | $2,739 | $3,840-28.7% | $5,194-47.3% | $4,645-41.0% |