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 | $159,621 | $98,240+62.5% | $82,313+93.9% | $147,584+8.2% |
| Participation rate | 93.8% | 79.7%+14.0pp | 76.9%+16.9pp | 82.8%+10.9pp |
| Annual return | 17.95% | 30.85%-12.9pp | 25.88%-7.9pp | 578.55%-560.6pp |
| Employer contribution / active EE | $2,585 | $3,192-19.0% | $2,428+6.4% | $4,876-47.0% |
| Participant deferral / active EE | $5,473 | $4,383+24.9% | $3,706+47.7% | $5,439+0.6% |
| Admin fee / account holder | $400 | $8,563-95.3% | $5,608-92.9% | $10,885-96.3% |