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 | $87,387 | $81,460+7.3% | $103,333-15.4% | $80,856+8.1% |
| Participation rate | 96.3% | 66.8%+29.5pp | 74.5%+21.8pp | 67.6%+28.7pp |
| Annual return | 27.01% | 25.55%+1.5pp | 24.88%+2.1pp | 35.59%-8.6pp |
| Employer contribution / active EE | $3,485 | $3,105+12.2% | $3,868-9.9% | $2,755+26.5% |
| Participant deferral / active EE | $8,922 | $3,869+130.6% | $5,057+76.4% | $4,296+107.7% |
| Admin fee / account holder | $2,387 | $6,566-63.7% | $8,355-71.4% | $6,918-65.5% |