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 | $70,756-28.5% | $65,493-22.7% | $142,382-64.4% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.1%+19.9pp |
| Annual return | 17.53% | 1754.89%-1737.4pp | 982.45%-964.9pp | 217.08%-199.5pp |
| Employer contribution / active EE | $12,491 | $2,881+333.6% | $2,574+385.2% | $4,299+190.5% |
| Participant deferral / active EE | $10,613 | $4,637+128.8% | $3,961+167.9% | $6,507+63.1% |
| Admin fee / account holder | $9,601 | $6,559+46.4% | $5,028+90.9% | $12,624-23.9% |