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 | $97,145 | $99,341-2.2% | $84,750+14.6% | $273,961-64.5% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | -2.88% | 22.93%-25.8pp | 22.78%-25.7pp | 41.45%-44.3pp |
| Employer contribution / active EE | $950 | $4,214-77.5% | $3,574-73.4% | $4,869-80.5% |
| Participant deferral / active EE | $4,750 | $4,269+11.3% | $3,712+28.0% | $5,287-10.2% |
| Admin fee / account holder | $497 | $6,644-92.5% | $5,332-90.7% | $10,132-95.1% |