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.
Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 10-year trajectory for $4.99 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 | $50,474 | $101,763-50.4% | $164,866-69.4% | $80,874-37.6% |
| Participation rate | 86.2% | 71.8%+14.3pp | 78.6%+7.5pp | 67.6%+18.5pp |
| Annual return | 14.78% | 16.73%-1.9pp | 69.97%-55.2pp | 35.62%-20.8pp |
| Employer contribution / active EE | $3,867 | $2,954+30.9% | $4,343-10.9% | $2,756+40.3% |
| Participant deferral / active EE | $5,020 | $4,477+12.1% | $6,033-16.8% | $4,297+16.8% |
| Admin fee / account holder | $5,630 | $8,228-31.6% | $12,689-55.6% | $6,935-18.8% |