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 | $107,827 | $227,553-52.6% | $189,557-43.1% | $167,490-35.6% |
| Participation rate | 83.3% | 82.5%+0.8pp | 78.4%+4.9pp | 82.1%+1.2pp |
| Annual return | 18.33% | 78.40%-60.1pp | 64.17%-45.8pp | 478.56%-460.2pp |
| Employer contribution / active EE | $9,000 | $5,316+69.3% | $4,412+104.0% | $4,837+86.0% |
| Participant deferral / active EE | $11,761 | $7,002+68.0% | $6,174+90.5% | $6,341+85.5% |
| Admin fee / account holder | $29,154 | $11,878+145.5% | $9,807+197.3% | $12,309+136.9% |