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 | $210,622 | $117,841+78.7% | $102,423+105.6% | $145,922+44.3% |
| Participation rate | 93.8% | 78.6%+15.2pp | 76.5%+17.3pp | 80.3%+13.5pp |
| Annual return | 12.88% | 31.65%-18.8pp | 29.32%-16.4pp | 561.29%-548.4pp |
| Employer contribution / active EE | $4,127 | $3,615+14.2% | $3,023+36.5% | $4,660-11.4% |
| Participant deferral / active EE | $7,511 | $5,731+31.1% | $5,053+48.6% | $6,688+12.3% |
| Admin fee / account holder | $1,301 | $13,326-90.2% | $9,451-86.2% | $13,397-90.3% |