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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $192,019 | $77,813+146.8% | $123,544+55.4% | $64,186+199.2% |
| Participation rate | 83.9% | 74.7%+9.2pp | 82.3%+1.6pp | 69.6%+14.3pp |
| Annual return | -8.35% | 12.48%-20.8pp | 119.20%-127.5pp | 7.63%-16.0pp |
| Employer contribution / active EE | $1,494 | $3,014-50.4% | $4,628-67.7% | $2,381-37.2% |
| Participant deferral / active EE | $7,122 | $5,240+35.9% | $6,426+10.8% | $3,470+105.3% |
| Admin fee / account holder | $13,766 | $5,519+149.4% | $9,284+48.3% | $4,888+181.6% |