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 | $172,723 | $85,202+102.7% | $172,7390% | $72,985+136.7% |
| Participation rate | 72.4% | 70.1%+2.4pp | 82.6%-10.2pp | 69.5%+2.9pp |
| Annual return | 24.48% | 27.32%-2.8pp | 802.84%-778.4pp | 81.00%-56.5pp |
| Employer contribution / active EE | $2,834 | $3,324-14.7% | $5,143-44.9% | $2,440+16.2% |
| Participant deferral / active EE | $6,711 | $3,260+105.8% | $5,198+29.1% | $3,607+86.0% |
| Admin fee / account holder | $3,353 | $5,884-43.0% | $13,954-76.0% | $5,124-34.6% |