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 | $73,084 | $92,703-21.2% | $82,719-11.6% | $134,475-45.7% |
| Participation rate | 95.5% | 75.2%+20.3pp | 72.6%+22.9pp | 81.2%+14.2pp |
| Annual return | -12.26% | 944.92%-957.2pp | 701.18%-713.4pp | 417.96%-430.2pp |
| Employer contribution / active EE | $1,830 | $3,274-44.1% | $3,009-39.2% | $4,740-61.4% |
| Participant deferral / active EE | $2,844 | $4,802-40.8% | $4,395-35.3% | $6,400-55.6% |
| Admin fee / account holder | $38,910 | $5,983+550.4% | $5,329+630.2% | $11,426+240.5% |