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 | $50,408 | $64,707-22.1% | $112,228-55.1% | $68,494-26.4% |
| Participation rate | 92.6% | 67.2%+25.4pp | 75.1%+17.5pp | 67.9%+24.7pp |
| Annual return | -18.18% | -11.40%-6.8pp | 27.45%-45.6pp | -7.84%-10.3pp |
| Employer contribution / active EE | $1,446 | $2,746-47.3% | $3,635-60.2% | $2,596-44.3% |
| Participant deferral / active EE | $4,528 | $3,565+27.0% | $4,728-4.2% | $4,027+12.4% |
| Admin fee / account holder | $2,118 | $5,232-59.5% | $6,410-67.0% | $5,403-60.8% |