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 | $107,433 | $97,757+9.9% | $83,848+28.1% | $135,375-20.6% |
| Participation rate | 75.0% | 80.0%-5.0pp | 76.1%-1.1pp | 82.6%-7.6pp |
| Annual return | -6.56% | 1287.37%-1293.9pp | 850.88%-857.4pp | 519.73%-526.3pp |
| Employer contribution / active EE | $892 | $4,222-78.9% | $3,631-75.4% | $4,779-81.3% |
| Participant deferral / active EE | $3,579 | $4,682-23.6% | $4,082-12.3% | $5,609-36.2% |
| Admin fee / account holder | $25,506 | $6,674+282.2% | $5,478+365.6% | $10,827+135.6% |