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 | $67,507 | $81,460-17.1% | $103,333-34.7% | $80,856-16.5% |
| Participation rate | 93.0% | 66.8%+26.1pp | 74.5%+18.5pp | 67.6%+25.3pp |
| Annual return | 10.70% | 25.55%-14.8pp | 24.88%-14.2pp | 35.59%-24.9pp |
| Employer contribution / active EE | $1,508 | $3,105-51.4% | $3,868-61.0% | $2,755-45.2% |
| Participant deferral / active EE | $5,013 | $3,869+29.6% | $5,057-0.9% | $4,296+16.7% |
| Admin fee / account holder | $2,832 | $6,566-56.9% | $8,355-66.1% | $6,918-59.1% |