Filed October 19, 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.
Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 10-year trajectory for $4.99 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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $102,025 | $68,097+49.8% | $62,929+62.1% | $137,256-25.7% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.0%+20.0pp |
| Annual return | 10.30% | 1859.11%-1848.8pp | 1063.93%-1053.6pp | 220.34%-210.0pp |
| Employer contribution / active EE | $3,862 | $2,811+37.4% | $2,505+54.2% | $4,156-7.1% |
| Participant deferral / active EE | $3,761 | $4,553-17.4% | $3,888-3.3% | $6,407-41.3% |
| Admin fee / account holder | $6,363 | $6,521-2.4% | $5,065+25.6% | $12,270-48.1% |