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 | $56,795 | $73,933-23.2% | $96,683-41.3% | $75,163-24.4% |
| Participation rate | 77.8% | 66.4%+11.4pp | 74.3%+3.4pp | 67.2%+10.6pp |
| Annual return | 14.76% | 26.70%-11.9pp | 35.69%-20.9pp | 160.62%-145.9pp |
| Employer contribution / active EE | $1,756 | $2,928-40.0% | $3,737-53.0% | $2,670-34.2% |
| Participant deferral / active EE | $4,592 | $3,659+25.5% | $4,878-5.9% | $4,125+11.3% |
| Admin fee / account holder | $8,328 | $5,216+59.7% | $6,730+23.8% | $5,651+47.4% |