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 | $75,250 | $90,600-16.9% | $79,464-5.3% | $135,375-44.4% |
| Participation rate | 87.5% | 76.0%+11.5pp | 73.3%+14.2pp | 82.6%+4.9pp |
| Annual return | -6.74% | 977.43%-984.2pp | 718.14%-724.9pp | 519.73%-526.5pp |
| Employer contribution / active EE | $1,556 | $3,068-49.3% | $2,800-44.4% | $4,779-67.4% |
| Participant deferral / active EE | $2,672 | $4,050-34.0% | $3,704-27.8% | $5,609-52.4% |
| Admin fee / account holder | $3,385 | $5,907-42.7% | $5,113-33.8% | $10,827-68.7% |