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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $74,090 | $58,512+26.6% | $84,015-11.8% | $72,985+1.5% |
| Participation rate | 100.0% | 61.2%+38.8pp | 69.0%+31.0pp | 69.5%+30.5pp |
| Annual return | 2.26% | 28.93%-26.7pp | 71.31%-69.0pp | 81.00%-78.7pp |
| Employer contribution / active EE | $2,195 | $1,163+88.7% | $1,983+10.7% | $2,440-10.0% |
| Participant deferral / active EE | $1,343 | $2,394-43.9% | $3,239-58.5% | $3,607-62.8% |
| Admin fee / account holder | $4,383 | $4,569-4.1% | $6,101-28.2% | $5,124-14.5% |