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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $165,301 | $185,689-11.0% | $146,762+12.6% | $357,791-53.8% |
| Participation rate | 100.0% | 86.7%+13.3pp | 81.7%+18.3pp | 85.6%+14.4pp |
| Annual return | 21.23% | -6.87%+28.1pp | -2.96%+24.2pp | 396.79%-375.6pp |
| Employer contribution / active EE | $2,468 | $4,663-47.1% | $3,453-28.5% | $7,508-67.1% |
| Participant deferral / active EE | $2,829 | $3,759-24.7% | $3,550-20.3% | $5,521-48.8% |
| Admin fee / account holder | $8,105 | $15,700-48.4% | $14,221-43.0% | $28,387-71.4% |