Filed January 5, 2005
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 | $21,939 | $62,672-65.0% | $185,117-88.1% | $70,131-68.7% |
| Participation rate | 77.0% | 63.8%+13.2pp | 77.3%-0.2pp | 69.5%+7.5pp |
| Annual return | 14.13% | 40.79%-26.7pp | 40.50%-26.4pp | 73.14%-59.0pp |
| Employer contribution / active EE | $1,007 | $1,753-42.6% | $4,182-75.9% | $2,342-57.0% |
| Participant deferral / active EE | $1,391 | $3,272-57.5% | $5,045-72.4% | $3,332-58.2% |
| Admin fee / account holder | $3,275 | $3,932-16.7% | $8,159-59.9% | $4,645-29.5% |