Filed November 23, 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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $69,781 | $165,912-57.9% | $122,332-43.0% | $147,584-52.7% |
| Participation rate | 86.7% | 79.6%+7.1pp | 71.6%+15.0pp | 82.8%+3.8pp |
| Annual return | 17.67% | 34.55%-16.9pp | 30.27%-12.6pp | 578.55%-560.9pp |
| Employer contribution / active EE | $0 | $5,754-100.0% | $4,050-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $3,362 | $4,005-16.1% | $3,287+2.3% | $5,439-38.2% |
| Admin fee / account holder | $5,664 | $7,424-23.7% | $5,478+3.4% | $10,885-48.0% |