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 | $59,211 | $190,805-69.0% | $159,960-63.0% | $134,475-56.0% |
| Participation rate | 100.0% | 81.9%+18.1pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -10.63% | 552.23%-562.9pp | 408.60%-419.2pp | 417.96%-428.6pp |
| Employer contribution / active EE | $2,520 | $4,995-49.6% | $4,226-40.4% | $4,740-46.8% |
| Participant deferral / active EE | $5,295 | $6,923-23.5% | $6,182-14.4% | $6,400-17.3% |
| Admin fee / account holder | $4,612 | $10,471-56.0% | $8,698-47.0% | $11,426-59.6% |