Filed April 8, 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 9-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 | $41,489 | $54,726-24.2% | $68,793-39.7% | $64,186-35.4% |
| Participation rate | 84.6% | 68.0%+16.6pp | 72.2%+12.4pp | 69.6%+15.0pp |
| Annual return | -5.12% | -1.62%-3.5pp | -4.63%-0.5pp | 7.63%-12.8pp |
| Employer contribution / active EE | $897 | $1,846-51.4% | $2,625-65.8% | $2,381-62.3% |
| Participant deferral / active EE | $4,963 | $2,626+89.0% | $3,311+49.9% | $3,470+43.1% |
| Admin fee / account holder | $2,363 | $4,027-41.3% | $5,131-53.9% | $4,888-51.7% |