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 | $118,499 | $99,918+18.6% | $81,382+45.6% | $145,922-18.8% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 12.90% | 34.32%-21.4pp | 24.73%-11.8pp | 561.29%-548.4pp |
| Employer contribution / active EE | $2,075 | $2,978-30.3% | $2,463-15.7% | $4,660-55.5% |
| Participant deferral / active EE | $2,546 | $4,605-44.7% | $3,883-34.4% | $6,688-61.9% |
| Admin fee / account holder | $2,846 | $8,212-65.3% | $5,768-50.7% | $13,397-78.8% |