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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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.)
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 | $54,983 | $100,041-45.0% | $149,718-63.3% | $70,131-21.6% |
| Participation rate | 78.1% | 83.6%-5.5pp | 87.1%-8.9pp | 69.5%+8.6pp |
| Annual return | 2.14% | 27.43%-25.3pp | 1501.63%-1499.5pp | 73.14%-71.0pp |
| Employer contribution / active EE | $0 | $3,662-100.0% | $5,445-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $846 | $4,983-83.0% | $6,569-87.1% | $3,332-74.6% |
| Admin fee / account holder | $4,934 | $8,286-40.5% | $11,283-56.3% | $4,645+6.2% |