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 | $73,513 | $48,364+52.0% | $71,796+2.4% | $62,891+16.9% |
| Participation rate | 84.6% | 60.6%+24.0pp | 69.1%+15.5pp | 69.3%+15.3pp |
| Annual return | 8.67% | 13.16%-4.5pp | 78.04%-69.4pp | 20.14%-11.5pp |
| Employer contribution / active EE | $526 | $1,042-49.5% | $1,924-72.7% | $2,281-76.9% |
| Participant deferral / active EE | $4,166 | $2,091+99.2% | $2,794+49.1% | $3,203+30.1% |
| Admin fee / account holder | $3,327 | $3,771-11.8% | $4,815-30.9% | $4,296-22.6% |