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 | $102,454 | $59,839+71.2% | $81,983+25.0% | $79,858+28.3% |
| Participation rate | 89.7% | 61.6%+28.1pp | 69.2%+20.5pp | 69.6%+20.1pp |
| Annual return | 11.39% | 17.56%-6.2pp | 41.31%-29.9pp | 31.71%-20.3pp |
| Employer contribution / active EE | $1,217 | $1,713-28.9% | $2,498-51.3% | $2,471-50.7% |
| Participant deferral / active EE | $7,540 | $2,695+179.8% | $3,722+102.6% | $3,740+101.6% |
| Admin fee / account holder | $13,869 | $4,287+223.5% | $5,664+144.9% | $5,306+161.4% |