Filed December 30, 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 | $30,357 | $39,162-22.5% | $100,671-69.8% | $59,632-49.1% |
| Participation rate | 88.2% | 55.9%+32.4pp | 70.7%+17.5pp | 68.7%+19.6pp |
| Annual return | 0.44% | 21.07%-20.6pp | 20.43%-20.0pp | 2041.28%-2040.8pp |
| Employer contribution / active EE | $823 | $1,151-28.5% | $4,012-79.5% | $2,203-62.6% |
| Participant deferral / active EE | $2,686 | $1,992+34.8% | $3,144-14.6% | $3,192-15.8% |
| Admin fee / account holder | $2,281 | $2,969-23.2% | $4,850-53.0% | $4,297-46.9% |