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 | $97,285 | $53,596+81.5% | $90,645+7.3% | $64,186+51.6% |
| Participation rate | 100.0% | 64.5%+35.5pp | 74.0%+26.0pp | 69.6%+30.4pp |
| Annual return | -5.13% | 4.41%-9.5pp | 1.88%-7.0pp | 7.63%-12.8pp |
| Employer contribution / active EE | $3,030 | $1,503+101.6% | $2,532+19.7% | $2,381+27.3% |
| Participant deferral / active EE | $4,721 | $2,459+92.0% | $3,425+37.8% | $3,470+36.1% |
| Admin fee / account holder | $12,036 | $3,868+211.2% | $4,994+141.0% | $4,888+146.2% |