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 | $69,218 | $109,413-36.7% | $156,263-55.7% | $84,808-18.4% |
| Participation rate | 82.5% | 72.7%+9.8pp | 78.9%+3.6pp | 68.3%+14.2pp |
| Annual return | 15.22% | 20.18%-5.0pp | 59.47%-44.2pp | 40.90%-25.7pp |
| Employer contribution / active EE | $3,929 | $2,907+35.2% | $4,333-9.3% | $2,631+49.3% |
| Participant deferral / active EE | $5,001 | $4,590+9.0% | $6,158-18.8% | $4,212+18.8% |
| Admin fee / account holder | $3,711 | $9,357-60.3% | $14,255-74.0% | $7,344-49.5% |