Filed October 18, 2004 (most recent of 2 filings on file)
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 | $233,772 | $100,852+131.8% | $90,404+158.6% | $158,922+47.1% |
| Participation rate | 78.6% | 75.0%+3.6pp | 72.7%+5.9pp | 82.0%-3.4pp |
| Annual return | 13.12% | 1724.20%-1711.1pp | 1293.02%-1279.9pp | 302.83%-289.7pp |
| Employer contribution / active EE | $6,068 | $3,689+64.5% | $3,262+86.0% | $4,761+27.4% |
| Participant deferral / active EE | $8,139 | $4,348+87.2% | $3,963+105.4% | $5,982+36.1% |
| Admin fee / account holder | $2,360 | $6,501-63.7% | $5,611-57.9% | $11,246-79.0% |