Filed October 19, 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 6-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 | $89,207 | $137,414-35.1% | $189,513-52.9% | $85,850+3.9% |
| Participation rate | 100.0% | 84.6%+15.4pp | 87.8%+12.2pp | 69.3%+30.7pp |
| Annual return | 16.96% | 38.14%-21.2pp | 555.15%-538.2pp | 318.53%-301.6pp |
| Employer contribution / active EE | $4,159 | $4,344-4.3% | $6,162-32.5% | $2,565+62.1% |
| Participant deferral / active EE | $6,437 | $6,260+2.8% | $8,221-21.7% | $3,952+62.9% |
| Admin fee / account holder | $2,930 | $8,630-66.0% | $12,045-75.7% | $6,260-53.2% |