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 | $146,326 | $117,841+24.2% | $102,423+42.9% | $145,922+0.3% |
| Participation rate | 76.2% | 78.6%-2.4pp | 76.5%-0.3pp | 80.3%-4.1pp |
| Annual return | 12.94% | 31.65%-18.7pp | 29.32%-16.4pp | 561.29%-548.3pp |
| Employer contribution / active EE | $1,460 | $3,615-59.6% | $3,023-51.7% | $4,660-68.7% |
| Participant deferral / active EE | $2,734 | $5,731-52.3% | $5,053-45.9% | $6,688-59.1% |
| Admin fee / account holder | $3,870 | $13,326-71.0% | $9,451-59.1% | $13,397-71.1% |