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.)
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 | $78,312 | $105,931-26.1% | $81,930-4.4% | $158,922-50.7% |
| Participation rate | 100.0% | 75.6%+24.4pp | 72.0%+28.0pp | 82.0%+18.0pp |
| Annual return | 3.23% | 38.17%-34.9pp | 29.49%-26.3pp | 302.83%-299.6pp |
| Employer contribution / active EE | $1,418 | $7,800-81.8% | $4,310-67.1% | $4,761-70.2% |
| Participant deferral / active EE | $2,103 | $13,003-83.8% | $7,107-70.4% | $5,982-64.8% |
| Admin fee / account holder | $748 | $8,489-91.2% | $5,158-85.5% | $11,246-93.3% |