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 | $69,002 | $227,553-69.7% | $189,557-63.6% | $167,490-58.8% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.4%+21.6pp | 82.1%+17.9pp |
| Annual return | 11.90% | 78.40%-66.5pp | 64.17%-52.3pp | 478.56%-466.7pp |
| Employer contribution / active EE | $3,213 | $5,316-39.6% | $4,412-27.2% | $4,837-33.6% |
| Participant deferral / active EE | $3,984 | $7,002-43.1% | $6,174-35.5% | $6,341-37.2% |
| Admin fee / account holder | $5,957 | $11,878-49.9% | $9,807-39.3% | $12,309-51.6% |