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 | $83,796 | $98,750-15.1% | $149,696-44.0% | $79,858+4.9% |
| Participation rate | 96.3% | 75.8%+20.5pp | 82.5%+13.8pp | 69.6%+26.7pp |
| Annual return | 38.42% | 27.43%+11.0pp | 276.60%-238.2pp | 31.71%+6.7pp |
| Employer contribution / active EE | $887 | $3,216-72.4% | $4,644-80.9% | $2,471-64.1% |
| Participant deferral / active EE | $5,935 | $5,680+4.5% | $6,842-13.2% | $3,740+58.7% |
| Admin fee / account holder | $11,194 | $6,053+84.9% | $9,309+20.3% | $5,306+111.0% |