Filed November 19, 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 | $60,276 | $76,367-21.1% | $93,606-35.6% | $72,985-17.4% |
| Participation rate | 90.5% | 71.7%+18.7pp | 75.8%+14.6pp | 69.5%+21.0pp |
| Annual return | 18.74% | 25.82%-7.1pp | 32.76%-14.0pp | 81.00%-62.3pp |
| Employer contribution / active EE | $1,808 | $2,275-20.5% | $2,718-33.5% | $2,440-25.9% |
| Participant deferral / active EE | $3,926 | $3,538+11.0% | $4,069-3.5% | $3,607+8.8% |
| Admin fee / account holder | $398 | $6,838-94.2% | $7,888-95.0% | $5,124-92.2% |