Filed October 18, 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 | $174,760 | $144,119+21.3% | $117,854+48.3% | $147,584+18.4% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 14.18% | 531.15%-517.0pp | 335.08%-320.9pp | 578.55%-564.4pp |
| Employer contribution / active EE | $5,684 | $4,896+16.1% | $3,786+50.1% | $4,876+16.6% |
| Participant deferral / active EE | $15,616 | $5,316+193.8% | $4,482+248.4% | $5,439+187.1% |
| Admin fee / account holder | $794 | $10,886-92.7% | $8,020-90.1% | $10,885-92.7% |