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 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 | $90,916 | $48,274+88.3% | $63,517+43.1% | $59,632+52.5% |
| Participation rate | 100.0% | 66.3%+33.7pp | 71.0%+29.0pp | 68.7%+31.3pp |
| Annual return | 0.64% | -240.79%+241.4pp | -70.30%+70.9pp | 2041.28%-2040.6pp |
| Employer contribution / active EE | $2,194 | $1,586+38.3% | $2,322-5.5% | $2,203-0.4% |
| Participant deferral / active EE | $3,832 | $2,343+63.6% | $2,953+29.7% | $3,192+20.0% |
| Admin fee / account holder | $26,912 | $3,600+647.6% | $5,892+356.7% | $4,297+526.3% |