Filed June 30, 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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $83,202 | $123,793-32.8% | $177,821-53.2% | $79,858+4.2% |
| Participation rate | 85.3% | 84.7%+0.6pp | 87.7%-2.4pp | 69.6%+15.7pp |
| Annual return | 12.59% | 22.82%-10.2pp | 48.32%-35.7pp | 31.71%-19.1pp |
| Employer contribution / active EE | $0 | $4,095-100.0% | $5,918-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,738 | $5,956-70.8% | $7,714-77.5% | $3,740-53.5% |
| Admin fee / account holder | $1,248 | $7,243-82.8% | $12,427-90.0% | $5,306-76.5% |