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 | $52,440 | $49,173+6.6% | $121,098-56.7% | $75,163-30.2% |
| Participation rate | 97.9% | 55.4%+42.5pp | 69.5%+28.4pp | 67.2%+30.7pp |
| Annual return | 16.54% | 55.99%-39.5pp | 985.75%-969.2pp | 160.62%-144.1pp |
| Employer contribution / active EE | $2,137 | $1,546+38.3% | $4,164-48.7% | $2,670-20.0% |
| Participant deferral / active EE | $2,561 | $2,628-2.5% | $4,080-37.2% | $4,125-37.9% |
| Admin fee / account holder | $3,883 | $3,942-1.5% | $5,644-31.2% | $5,651-31.3% |