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 | $89,898 | $148,978-39.7% | $200,582-55.2% | $84,808+6.0% |
| Participation rate | 75.8% | 84.2%-8.4pp | 86.9%-11.1pp | 68.3%+7.5pp |
| Annual return | 14.08% | 28.16%-14.1pp | 42.33%-28.3pp | 40.90%-26.8pp |
| Employer contribution / active EE | $2,322 | $4,815-51.8% | $6,419-63.8% | $2,631-11.7% |
| Participant deferral / active EE | $3,686 | $7,142-48.4% | $9,331-60.5% | $4,212-12.5% |
| Admin fee / account holder | $22,766 | $13,977+62.9% | $16,305+39.6% | $7,344+210.0% |