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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $117,023 | $86,929+34.6% | $102,423+14.3% | $80,856+44.7% |
| Participation rate | 70.8% | 72.4%-1.5pp | 76.5%-5.7pp | 67.6%+3.2pp |
| Annual return | 10.14% | 18.88%-8.7pp | 29.32%-19.2pp | 35.59%-25.5pp |
| Employer contribution / active EE | $550 | $2,369-76.8% | $3,023-81.8% | $2,755-80.0% |
| Participant deferral / active EE | $2,689 | $4,118-34.7% | $5,053-46.8% | $4,296-37.4% |
| Admin fee / account holder | $6,663 | $8,049-17.2% | $9,451-29.5% | $6,918-3.7% |