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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $99,368 | $99,3410% | $84,750+17.2% | $273,961-63.7% |
| Participation rate | 91.7% | 80.7%+11.0pp | 76.6%+15.1pp | 83.0%+8.7pp |
| Annual return | 0.52% | 22.93%-22.4pp | 22.78%-22.3pp | 41.45%-40.9pp |
| Employer contribution / active EE | $4,167 | $4,214-1.1% | $3,574+16.6% | $4,869-14.4% |
| Participant deferral / active EE | $3,791 | $4,269-11.2% | $3,712+2.1% | $5,287-28.3% |
| Admin fee / account holder | $5,321 | $6,644-19.9% | $5,332-0.2% | $10,132-47.5% |