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 | $78,358 | $115,882-32.4% | $100,516-22.0% | $158,922-50.7% |
| Participation rate | 95.2% | 81.6%+13.7pp | 79.4%+15.8pp | 82.0%+13.3pp |
| Annual return | 14.98% | 34.79%-19.8pp | 30.89%-15.9pp | 302.83%-287.8pp |
| Employer contribution / active EE | $3,633 | $4,103-11.4% | $3,418+6.3% | $4,761-23.7% |
| Participant deferral / active EE | $8,034 | $6,674+20.4% | $6,270+28.1% | $5,982+34.3% |
| Admin fee / account holder | $7,085 | $10,995-35.6% | $8,081-12.3% | $11,246-37.0% |