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 | $53,100 | $48,570+9.3% | $130,648-59.4% | $72,985-27.2% |
| Participation rate | 97.9% | 58.6%+39.3pp | 71.7%+26.2pp | 69.5%+28.4pp |
| Annual return | 23.12% | 38.63%-15.5pp | 1708.96%-1685.8pp | 81.00%-57.9pp |
| Employer contribution / active EE | $1,438 | $1,334+7.8% | $4,092-64.8% | $2,440-41.0% |
| Participant deferral / active EE | $1,769 | $2,384-25.8% | $3,603-50.9% | $3,607-51.0% |
| Admin fee / account holder | $763 | $3,549-78.5% | $5,464-86.0% | $5,124-85.1% |