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 | $72,532 | $89,753-19.2% | $107,525-32.5% | $84,808-14.5% |
| Participation rate | 96.6% | 68.1%+28.5pp | 75.1%+21.5pp | 68.3%+28.3pp |
| Annual return | 18.26% | 29.48%-11.2pp | 181.32%-163.1pp | 40.90%-22.6pp |
| Employer contribution / active EE | $1,696 | $3,113-45.5% | $3,754-54.8% | $2,631-35.5% |
| Participant deferral / active EE | $5,431 | $4,056+33.9% | $5,116+6.2% | $4,212+29.0% |
| Admin fee / account holder | $11,460 | $7,222+58.7% | $8,919+28.5% | $7,344+56.0% |