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.
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 | $32,024 | $72,492-55.8% | $87,100-63.2% | $72,985-56.1% |
| Participation rate | 80.0% | 72.8%+7.2pp | 76.9%+3.1pp | 69.5%+10.5pp |
| Annual return | 19.21% | 24.46%-5.3pp | 28.19%-9.0pp | 81.00%-61.8pp |
| Employer contribution / active EE | $1,454 | $1,894-23.2% | $2,521-42.3% | $2,440-40.4% |
| Participant deferral / active EE | $2,441 | $3,270-25.4% | $4,049-39.7% | $3,607-32.3% |
| Admin fee / account holder | $4,186 | $5,055-17.2% | $7,497-44.2% | $5,124-18.3% |