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 | $28,395 | $107,334-73.5% | $92,893-69.4% | $152,861-81.4% |
| Participation rate | 72.7% | 79.8%-7.1pp | 76.0%-3.3pp | 82.4%-9.7pp |
| Annual return | 19.93% | 145.58%-125.7pp | 109.41%-89.5pp | 345.32%-325.4pp |
| Employer contribution / active EE | $929 | $4,221-78.0% | $3,653-74.6% | $4,762-80.5% |
| Participant deferral / active EE | $1,430 | $4,845-70.5% | $4,236-66.3% | $5,850-75.6% |
| Admin fee / account holder | $372 | $7,079-94.7% | $5,794-93.6% | $11,596-96.8% |