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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $132,162 | $85,766+54.1% | $136,294-3.0% | $70,131+88.5% |
| Participation rate | 84.0% | 74.2%+9.8pp | 81.9%+2.1pp | 69.5%+14.5pp |
| Annual return | 13.75% | 31.45%-17.7pp | 5155.94%-5142.2pp | 73.14%-59.4pp |
| Employer contribution / active EE | $2,260 | $2,966-23.8% | $4,695-51.9% | $2,342-3.5% |
| Participant deferral / active EE | $5,544 | $5,051+9.8% | $6,247-11.2% | $3,332+66.4% |
| Admin fee / account holder | $1,108 | $5,420-79.6% | $9,243-88.0% | $4,645-76.2% |