Filed October 18, 2004 (most recent of 2 filings on file)
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 | $199,838 | $85,766+133.0% | $136,294+46.6% | $70,131+184.9% |
| Participation rate | 90.0% | 74.2%+15.8pp | 81.9%+8.1pp | 69.5%+20.5pp |
| Annual return | 18.96% | 31.45%-12.5pp | 5155.94%-5137.0pp | 73.14%-54.2pp |
| Employer contribution / active EE | $1,479 | $2,966-50.1% | $4,695-68.5% | $2,342-36.9% |
| Participant deferral / active EE | $7,206 | $5,051+42.6% | $6,247+15.3% | $3,332+116.3% |
| Admin fee / account holder | $1,916 | $5,420-64.7% | $9,243-79.3% | $4,645-58.8% |