Filed November 20, 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 | $101,048 | $56,110+80.1% | $94,993+6.4% | $70,131+44.1% |
| Participation rate | 100.0% | 65.0%+35.0pp | 73.9%+26.1pp | 69.5%+30.5pp |
| Annual return | 12.41% | 51.02%-38.6pp | 27.12%-14.7pp | 73.14%-60.7pp |
| Employer contribution / active EE | $2,682 | $1,442+86.0% | $2,603+3.0% | $2,342+14.5% |
| Participant deferral / active EE | $4,035 | $2,391+68.8% | $3,317+21.6% | $3,332+21.1% |
| Admin fee / account holder | $2,183 | $3,456-36.9% | $4,960-56.0% | $4,645-53.0% |