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 | $98,425 | $71,883+36.9% | $86,677+13.6% | $68,494+43.7% |
| Participation rate | 82.4% | 72.2%+10.2pp | 76.6%+5.8pp | 67.9%+14.5pp |
| Annual return | -9.30% | 3.52%-12.8pp | 35.91%-45.2pp | -7.84%-1.5pp |
| Employer contribution / active EE | $0 | $2,173-100.0% | $2,836-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $5,646 | $3,779+49.4% | $4,656+21.3% | $4,027+40.2% |
| Admin fee / account holder | $24,232 | $6,112+296.5% | $7,493+223.4% | $5,403+348.5% |