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.
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.)
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 | $70,756+44.2% | $65,493+55.8% | $142,382-28.3% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.1%+19.9pp |
| Annual return | 10.30% | 1754.89%-1744.6pp | 982.45%-972.1pp | 217.08%-206.8pp |
| Employer contribution / active EE | $3,862 | $2,881+34.1% | $2,574+50.0% | $4,299-10.2% |
| Participant deferral / active EE | $3,761 | $4,637-18.9% | $3,961-5.1% | $6,507-42.2% |
| Admin fee / account holder | $6,363 | $6,559-3.0% | $5,028+26.5% | $12,624-49.6% |