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 | $58,982 | $73,933-20.2% | $96,683-39.0% | $75,163-21.5% |
| Participation rate | 100.0% | 66.4%+33.6pp | 74.3%+25.7pp | 67.2%+32.8pp |
| Annual return | 16.85% | 26.70%-9.8pp | 35.69%-18.8pp | 160.62%-143.8pp |
| Employer contribution / active EE | $1,531 | $2,928-47.7% | $3,737-59.0% | $2,670-42.6% |
| Participant deferral / active EE | $4,986 | $3,659+36.3% | $4,878+2.2% | $4,125+20.9% |
| Admin fee / account holder | $3,628 | $5,216-30.4% | $6,730-46.1% | $5,651-35.8% |