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 | $92,944 | $54,541+70.4% | $78,778+18.0% | $70,131+32.5% |
| Participation rate | 84.6% | 60.8%+23.8pp | 69.2%+15.4pp | 69.5%+15.1pp |
| Annual return | 18.19% | 21.07%-2.9pp | 35.62%-17.4pp | 73.14%-54.9pp |
| Employer contribution / active EE | $538 | $1,089-50.6% | $1,986-72.9% | $2,342-77.1% |
| Participant deferral / active EE | $3,589 | $2,210+62.4% | $2,958+21.3% | $3,332+7.7% |
| Admin fee / account holder | $1,834 | $3,709-50.5% | $5,134-64.3% | $4,645-60.5% |