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 | $127,058 | $80,673+57.5% | $101,326+25.4% | $84,808+49.8% |
| Participation rate | 100.0% | 77.8%+22.2pp | 81.5%+18.5pp | 68.3%+31.7pp |
| Annual return | 21.34% | 38.95%-17.6pp | 36.82%-15.5pp | 40.90%-19.6pp |
| Employer contribution / active EE | $5,591 | $2,698+107.2% | $3,665+52.5% | $2,631+112.5% |
| Participant deferral / active EE | $9,423 | $6,840+37.8% | $7,994+17.9% | $4,212+123.7% |
| Admin fee / account holder | $4,831 | $12,784-62.2% | $11,185-56.8% | $7,344-34.2% |