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 | $58,804 | $102,317-42.5% | $146,958-60.0% | $80,856-27.3% |
| Participation rate | 72.7% | 75.8%-3.1pp | 82.2%-9.4pp | 67.6%+5.1pp |
| Annual return | 12.92% | 134.76%-121.8pp | 418.34%-405.4pp | 35.59%-22.7pp |
| Employer contribution / active EE | $2,764 | $3,713-25.6% | $4,933-44.0% | $2,755+0.3% |
| Participant deferral / active EE | $5,344 | $6,644-19.6% | $8,070-33.8% | $4,296+24.4% |
| Admin fee / account holder | $1,255 | $7,941-84.2% | $12,998-90.3% | $6,918-81.9% |