Filed July 9, 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 5-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 | $50,638 | $93,571-45.9% | $135,903-62.7% | $75,163-32.6% |
| Participation rate | 71.2% | 75.2%-4.0pp | 81.9%-10.8pp | 67.2%+4.0pp |
| Annual return | 17.32% | 30.90%-13.6pp | 68.23%-50.9pp | 160.62%-143.3pp |
| Employer contribution / active EE | $2,842 | $3,537-19.7% | $4,856-41.5% | $2,670+6.4% |
| Participant deferral / active EE | $4,898 | $6,404-23.5% | $7,758-36.9% | $4,125+18.7% |
| Admin fee / account holder | $5,580 | $6,975-20.0% | $10,762-48.2% | $5,651-1.3% |