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 | $45,442 | $86,286-47.3% | $111,297-59.2% | $85,850-47.1% |
| Participation rate | 100.0% | 73.3%+26.7pp | 77.3%+22.7pp | 69.3%+30.7pp |
| Annual return | 14.50% | 19.99%-5.5pp | 54.65%-40.1pp | 318.53%-304.0pp |
| Employer contribution / active EE | $566 | $2,043-72.3% | $2,731-79.3% | $2,565-77.9% |
| Participant deferral / active EE | $2,949 | $3,641-19.0% | $4,487-34.3% | $3,952-25.4% |
| Admin fee / account holder | $366 | $8,188-95.5% | $7,964-95.4% | $6,260-94.1% |