Filed January 20, 2005
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 | $87,187 | $71,050+22.7% | $93,606-6.9% | $80,856+7.8% |
| Participation rate | 77.8% | 60.4%+17.4pp | 68.7%+9.1pp | 67.6%+10.1pp |
| Annual return | 17.39% | 11.26%+6.1pp | 133.20%-115.8pp | 35.59%-18.2pp |
| Employer contribution / active EE | $1,036 | $1,564-33.7% | $2,420-57.2% | $2,755-62.4% |
| Participant deferral / active EE | $1,439 | $4,034-64.3% | $4,411-67.4% | $4,296-66.5% |
| Admin fee / account holder | $2,969 | $6,945-57.2% | $8,285-64.2% | $6,918-57.1% |