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 | $189,042 | $91,190+107.3% | $178,490+5.9% | $79,858+136.7% |
| Participation rate | 70.0% | 69.2%+0.8pp | 81.9%-11.9pp | 69.6%+0.4pp |
| Annual return | 17.26% | 24.19%-6.9pp | 151.07%-133.8pp | 31.71%-14.5pp |
| Employer contribution / active EE | $6,244 | $3,256+91.8% | $5,011+24.6% | $2,471+152.7% |
| Participant deferral / active EE | $6,086 | $3,236+88.1% | $5,202+17.0% | $3,740+62.7% |
| Admin fee / account holder | $1,611 | $6,751-76.1% | $13,984-88.5% | $5,306-69.6% |