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 | $107,598 | $109,817-2.0% | $98,442+9.3% | $167,490-35.8% |
| Participation rate | 95.5% | 75.8%+19.6pp | 73.3%+22.1pp | 82.1%+13.3pp |
| Annual return | 13.16% | 1956.69%-1943.5pp | 1492.73%-1479.6pp | 478.56%-465.4pp |
| Employer contribution / active EE | $1,948 | $3,224-39.6% | $2,960-34.2% | $4,837-59.7% |
| Participant deferral / active EE | $3,072 | $4,673-34.3% | $4,276-28.2% | $6,341-51.6% |
| Admin fee / account holder | $12,417 | $6,753+83.9% | $5,949+108.7% | $12,309+0.9% |