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 8-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 | $87,391 | $202,318-56.8% | $172,739-49.4% | $152,861-42.8% |
| Participation rate | 90.9% | 87.1%+3.9pp | 82.6%+8.3pp | 82.4%+8.5pp |
| Annual return | 18.38% | 1029.65%-1011.3pp | 802.84%-784.5pp | 345.32%-326.9pp |
| Employer contribution / active EE | $5,891 | $5,856+0.6% | $5,143+14.5% | $4,762+23.7% |
| Participant deferral / active EE | $7,290 | $5,948+22.6% | $5,198+40.3% | $5,850+24.6% |
| Admin fee / account holder | $10,865 | $17,109-36.5% | $13,954-22.1% | $11,596-6.3% |