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 | $50,578 | $53,777-5.9% | $134,143-62.3% | $79,858-36.7% |
| Participation rate | 100.0% | 58.8%+41.2pp | 72.2%+27.8pp | 69.6%+30.4pp |
| Annual return | 11.85% | 19.01%-7.2pp | 36.33%-24.5pp | 31.71%-19.9pp |
| Employer contribution / active EE | $1,499 | $1,321+13.4% | $3,704-59.5% | $2,471-39.3% |
| Participant deferral / active EE | $1,665 | $2,420-31.2% | $3,499-52.4% | $3,740-55.5% |
| Admin fee / account holder | $2,261 | $3,984-43.2% | $6,684-66.2% | $5,306-57.4% |