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.)
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 | $123,722 | $110,257+12.2% | $96,544+28.2% | $139,434-11.3% |
| Participation rate | 94.1% | 78.1%+16.0pp | 76.0%+18.2pp | 80.3%+13.8pp |
| Annual return | 18.81% | 26.32%-7.5pp | 25.84%-7.0pp | 372.94%-354.1pp |
| Employer contribution / active EE | $2,054 | $3,620-43.3% | $2,965-30.7% | $4,751-56.8% |
| Participant deferral / active EE | $3,664 | $5,548-34.0% | $4,851-24.5% | $6,710-45.4% |
| Admin fee / account holder | $7,754 | $11,591-33.1% | $8,252-6.0% | $11,403-32.0% |