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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $154,343 | $115,770+33.3% | $101,248+52.4% | $158,922-2.9% |
| Participation rate | 90.0% | 79.4%+10.6pp | 75.8%+14.2pp | 82.0%+8.0pp |
| Annual return | 4.61% | 56.14%-51.5pp | 46.47%-41.9pp | 302.83%-298.2pp |
| Employer contribution / active EE | $663 | $4,175-84.1% | $3,660-81.9% | $4,761-86.1% |
| Participant deferral / active EE | $3,459 | $4,957-30.2% | $4,370-20.8% | $5,982-42.2% |
| Admin fee / account holder | $11,832 | $7,245+63.3% | $5,945+99.0% | $11,246+5.2% |