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 | $97,296 | $165,912-41.4% | $122,332-20.5% | $147,584-34.1% |
| Participation rate | 75.0% | 79.6%-4.6pp | 71.6%+3.4pp | 82.8%-7.8pp |
| Annual return | 22.84% | 34.55%-11.7pp | 30.27%-7.4pp | 578.55%-555.7pp |
| Employer contribution / active EE | $2,270 | $5,754-60.5% | $4,050-43.9% | $4,876-53.4% |
| Participant deferral / active EE | $2,387 | $4,005-40.4% | $3,287-27.4% | $5,439-56.1% |
| Admin fee / account holder | $3,115 | $7,424-58.0% | $5,478-43.1% | $10,885-71.4% |