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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $78,776 | $81,208-3.0% | $98,907-20.4% | $79,858-1.4% |
| Participation rate | 78.7% | 72.5%+6.2pp | 76.0%+2.7pp | 69.6%+9.1pp |
| Annual return | 11.93% | 60.99%-49.1pp | 196.43%-184.5pp | 31.71%-19.8pp |
| Employer contribution / active EE | $251 | $1,960-87.2% | $2,689-90.7% | $2,471-89.8% |
| Participant deferral / active EE | $2,996 | $3,265-8.2% | $4,244-29.4% | $3,740-19.9% |
| Admin fee / account holder | $353 | $6,013-94.1% | $6,642-94.7% | $5,306-93.3% |