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 | $50,624 | $68,097-25.7% | $62,929-19.6% | $137,256-63.1% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.0%+20.0pp |
| Annual return | 17.53% | 1859.11%-1841.6pp | 1063.93%-1046.4pp | 220.34%-202.8pp |
| Employer contribution / active EE | $12,491 | $2,811+344.3% | $2,505+398.7% | $4,156+200.6% |
| Participant deferral / active EE | $10,613 | $4,553+133.1% | $3,888+172.9% | $6,407+65.6% |
| Admin fee / account holder | $9,601 | $6,521+47.2% | $5,065+89.6% | $12,270-21.8% |