Filed December 17, 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 9-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 | $38,068 | $65,041-41.5% | $90,951-58.1% | $79,858-52.3% |
| Participation rate | 100.0% | 61.6%+38.4pp | 69.0%+31.0pp | 69.6%+30.4pp |
| Annual return | 18.85% | 30.45%-11.6pp | 134.60%-115.8pp | 31.71%-12.9pp |
| Employer contribution / active EE | $1,287 | $1,247+3.2% | $2,122-39.4% | $2,471-47.9% |
| Participant deferral / active EE | $3,331 | $2,512+32.6% | $3,373-1.2% | $3,740-10.9% |
| Admin fee / account holder | $657 | $4,536-85.5% | $5,959-89.0% | $5,306-87.6% |