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 | $61,604 | $58,694+5.0% | $142,863-56.9% | $85,850-28.2% |
| Participation rate | 97.6% | 58.5%+39.1pp | 71.9%+25.7pp | 69.3%+28.3pp |
| Annual return | 13.17% | 27.72%-14.6pp | 5637.54%-5624.4pp | 318.53%-305.4pp |
| Employer contribution / active EE | $2,174 | $1,423+52.8% | $4,144-47.5% | $2,565-15.3% |
| Participant deferral / active EE | $2,652 | $2,607+1.7% | $3,837-30.9% | $3,952-32.9% |
| Admin fee / account holder | $3,795 | $4,239-10.5% | $6,560-42.2% | $6,260-39.4% |