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 | $146,267-38.5% | $197,124-54.4% | $82,448+9.0% |
| Participation rate | 75.8% | 84.0%-8.2pp | 86.7%-10.9pp | 68.1%+7.7pp |
| Annual return | 14.08% | 29.61%-15.5pp | 44.34%-30.3pp | 41.64%-27.6pp |
| Employer contribution / active EE | $2,322 | $4,723-50.8% | $6,227-62.7% | $2,551-9.0% |
| Participant deferral / active EE | $3,686 | $7,035-47.6% | $9,135-59.7% | $4,139-11.0% |
| Admin fee / account holder | $22,766 | $14,422+57.9% | $16,298+39.7% | $7,234+214.7% |