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 5-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 | $23,590 | $80,717-70.8% | $154,803-84.8% | $84,808-72.2% |
| Participation rate | 70.0% | 66.8%+3.2pp | 78.1%-8.1pp | 68.3%+1.7pp |
| Annual return | 15.93% | 37.96%-22.0pp | 58.88%-42.9pp | 40.90%-25.0pp |
| Employer contribution / active EE | $2,060 | $2,761-25.4% | $4,305-52.1% | $2,631-21.7% |
| Participant deferral / active EE | $2,692 | $3,303-18.5% | $5,540-51.4% | $4,212-36.1% |
| Admin fee / account holder | $819 | $6,746-87.9% | $14,329-94.3% | $7,344-88.8% |