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 | $36,148 | $78,422-53.9% | $95,952-62.3% | $79,858-54.7% |
| Participation rate | 92.2% | 73.5%+18.7pp | 77.1%+15.1pp | 69.6%+22.6pp |
| Annual return | 13.62% | 19.37%-5.8pp | 91.61%-78.0pp | 31.71%-18.1pp |
| Employer contribution / active EE | $1,951 | $1,945+0.3% | $2,541-23.2% | $2,471-21.1% |
| Participant deferral / active EE | $3,591 | $3,440+4.4% | $4,167-13.8% | $3,740-4.0% |
| Admin fee / account holder | $582 | $5,622-89.6% | $6,795-91.4% | $5,306-89.0% |