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 | $136,497 | $72,277+88.9% | $101,248+34.8% | $79,858+70.9% |
| Participation rate | 100.0% | 68.5%+31.5pp | 75.8%+24.2pp | 69.6%+30.4pp |
| Annual return | 4.91% | 22.30%-17.4pp | 46.47%-41.6pp | 31.71%-26.8pp |
| Employer contribution / active EE | $11,500 | $2,692+327.3% | $3,660+214.3% | $2,471+365.5% |
| Participant deferral / active EE | $5,093 | $3,282+55.2% | $4,370+16.5% | $3,740+36.2% |
| Admin fee / account holder | $7,091 | $4,400+61.1% | $5,945+19.3% | $5,306+33.6% |