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 | $68,217 | $107,934-36.8% | $91,989-25.8% | $152,861-55.4% |
| Participation rate | 85.0% | 81.2%+3.8pp | 78.6%+6.4pp | 82.4%+2.6pp |
| Annual return | 23.35% | 89.24%-65.9pp | 69.02%-45.7pp | 345.32%-322.0pp |
| Employer contribution / active EE | $3,654 | $4,210-13.2% | $3,452+5.9% | $4,762-23.3% |
| Participant deferral / active EE | $8,848 | $6,364+39.0% | $5,923+49.4% | $5,850+51.2% |
| Admin fee / account holder | $11,828 | $10,520+12.4% | $7,743+52.8% | $11,596+2.0% |