Filed October 19, 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 | $86,490 | $72,277+19.7% | $101,248-14.6% | $79,858+8.3% |
| Participation rate | 71.9% | 68.5%+3.4pp | 75.8%-3.9pp | 69.6%+2.2pp |
| Annual return | 19.84% | 22.30%-2.5pp | 46.47%-26.6pp | 31.71%-11.9pp |
| Employer contribution / active EE | $1,077 | $2,692-60.0% | $3,660-70.6% | $2,471-56.4% |
| Participant deferral / active EE | $5,189 | $3,282+58.1% | $4,370+18.7% | $3,740+38.7% |
| Admin fee / account holder | $581 | $4,400-86.8% | $5,945-90.2% | $5,306-89.0% |