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 | $60,504 | $78,672-23.1% | $109,143-44.6% | $85,850-29.5% |
| Participation rate | 91.8% | 68.3%+23.6pp | 75.9%+16.0pp | 69.3%+22.5pp |
| Annual return | 13.75% | 25.09%-11.3pp | 25.75%-12.0pp | 318.53%-304.8pp |
| Employer contribution / active EE | $1,296 | $2,735-52.6% | $3,722-65.2% | $2,565-49.5% |
| Participant deferral / active EE | $4,476 | $3,467+29.1% | $4,653-3.8% | $3,952+13.3% |
| Admin fee / account holder | $2,127 | $5,469-61.1% | $6,752-68.5% | $6,260-66.0% |