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 | $45,508 | $65,365-30.4% | $92,893-51.0% | $72,985-37.6% |
| Participation rate | 91.5% | 68.3%+23.2pp | 76.0%+15.5pp | 69.5%+22.0pp |
| Annual return | 21.16% | 42.10%-20.9pp | 109.41%-88.3pp | 81.00%-59.8pp |
| Employer contribution / active EE | $971 | $2,594-62.6% | $3,653-73.4% | $2,440-60.2% |
| Participant deferral / active EE | $3,002 | $3,128-4.0% | $4,236-29.1% | $3,607-16.8% |
| Admin fee / account holder | $988 | $4,251-76.8% | $5,794-82.9% | $5,124-80.7% |