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 | $44,717 | $43,723+2.3% | $121,196-63.1% | $64,186-30.3% |
| Participation rate | 97.5% | 58.3%+39.2pp | 71.7%+25.8pp | 69.6%+27.9pp |
| Annual return | -4.33% | 68.91%-73.2pp | 16.93%-21.3pp | 7.63%-12.0pp |
| Employer contribution / active EE | $1,907 | $1,296+47.1% | $4,022-52.6% | $2,381-19.9% |
| Participant deferral / active EE | $2,197 | $2,280-3.6% | $3,344-34.3% | $3,470-36.7% |
| Admin fee / account holder | $3,099 | $3,501-11.5% | $5,019-38.3% | $4,888-36.6% |