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 | $147,977 | $112,096+32.0% | $95,952+54.2% | $158,922-6.9% |
| Participation rate | 94.1% | 79.0%+15.1pp | 77.1%+17.0pp | 82.0%+12.2pp |
| Annual return | 20.04% | 171.09%-151.1pp | 91.61%-71.6pp | 302.83%-282.8pp |
| Employer contribution / active EE | $3,001 | $3,198-6.2% | $2,541+18.1% | $4,761-37.0% |
| Participant deferral / active EE | $6,044 | $4,784+26.3% | $4,167+45.1% | $5,982+1.0% |
| Admin fee / account holder | $550 | $10,130-94.6% | $6,795-91.9% | $11,246-95.1% |