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 | $104,839 | $65,041+61.2% | $90,951+15.3% | $79,858+31.3% |
| Participation rate | 87.8% | 61.6%+26.2pp | 69.0%+18.8pp | 69.6%+18.2pp |
| Annual return | 13.34% | 30.45%-17.1pp | 134.60%-121.3pp | 31.71%-18.4pp |
| Employer contribution / active EE | $2,843 | $1,247+128.0% | $2,122+34.0% | $2,471+15.1% |
| Participant deferral / active EE | $1,870 | $2,512-25.6% | $3,373-44.6% | $3,740-50.0% |
| Admin fee / account holder | $3,960 | $4,536-12.7% | $5,959-33.5% | $5,306-25.4% |