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 | $51,701 | $115,770-55.3% | $101,248-48.9% | $158,922-67.5% |
| Participation rate | 87.0% | 79.4%+7.6pp | 75.8%+11.1pp | 82.0%+5.0pp |
| Annual return | 4.40% | 56.14%-51.7pp | 46.47%-42.1pp | 302.83%-298.4pp |
| Employer contribution / active EE | $2,353 | $4,175-43.6% | $3,660-35.7% | $4,761-50.6% |
| Participant deferral / active EE | $5,328 | $4,957+7.5% | $4,370+21.9% | $5,982-10.9% |
| Admin fee / account holder | $10,004 | $7,245+38.1% | $5,945+68.3% | $11,246-11.0% |