Filed October 18, 2004
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 | $72,944 | $75,828-3.8% | $147,614-50.6% | $59,632+22.3% |
| Participation rate | 100.0% | 71.6%+28.4pp | 84.6%+15.4pp | 68.7%+31.3pp |
| Annual return | 1.21% | 0.37%+0.8pp | 61.98%-60.8pp | 2041.28%-2040.1pp |
| Employer contribution / active EE | $1,913 | $3,485-45.1% | $5,564-65.6% | $2,203-13.1% |
| Participant deferral / active EE | $5,057 | $3,130+61.5% | $4,895+3.3% | $3,192+58.4% |
| Admin fee / account holder | $4,722 | $5,985-21.1% | $11,611-59.3% | $4,297+9.9% |