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 3-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 | $93,606 | $201,272-53.5% | $184,203-49.2% | $145,922-35.9% |
| Participation rate | 95.0% | 87.5%+7.5pp | 86.8%+8.2pp | 80.3%+14.7pp |
| Annual return | 15.54% | 29.00%-13.5pp | 28.81%-13.3pp | 561.29%-545.7pp |
| Employer contribution / active EE | $8,489 | $7,022+20.9% | $6,427+32.1% | $4,660+82.2% |
| Participant deferral / active EE | $11,552 | $9,806+17.8% | $9,131+26.5% | $6,688+72.7% |
| Admin fee / account holder | $4,758 | $16,364-70.9% | $13,901-65.8% | $13,397-64.5% |