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 | $138,469 | $107,452+28.9% | $91,541+51.3% | $142,382-2.7% |
| Participation rate | 100.0% | 75.1%+24.9pp | 69.8%+30.2pp | 80.1%+19.9pp |
| Annual return | 13.37% | 22.06%-8.7pp | 20.50%-7.1pp | 217.08%-203.7pp |
| Employer contribution / active EE | $2,116 | $2,994-29.3% | $2,505-15.5% | $4,299-50.8% |
| Participant deferral / active EE | $2,522 | $4,754-46.9% | $4,008-37.1% | $6,507-61.2% |
| Admin fee / account holder | $1,271 | $8,834-85.6% | $6,956-81.7% | $12,624-89.9% |