Filed November 15, 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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $70,146 | $81,248-13.7% | $155,509-54.9% | $80,856-13.2% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.6%+32.4pp |
| Annual return | 9.95% | 33.31%-23.4pp | 64.67%-54.7pp | 35.59%-25.6pp |
| Employer contribution / active EE | $2,533 | $3,100-18.3% | $4,672-45.8% | $2,755-8.1% |
| Participant deferral / active EE | $1,884 | $3,452-45.4% | $5,626-66.5% | $4,296-56.1% |
| Admin fee / account holder | $6,773 | $7,997-15.3% | $15,912-57.4% | $6,918-2.1% |