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 | $97,705 | $48,265+102.4% | $68,791+42.0% | $68,494+42.6% |
| Participation rate | 100.0% | 60.7%+39.3pp | 69.0%+31.0pp | 67.9%+32.1pp |
| Annual return | -17.21% | -12.71%-4.5pp | -6.38%-10.8pp | -7.84%-9.4pp |
| Employer contribution / active EE | $1,842 | $1,829+0.7% | $2,655-30.6% | $2,596-29.0% |
| Participant deferral / active EE | $10,153 | $2,867+254.2% | $3,941+157.6% | $4,027+152.1% |
| Admin fee / account holder | $9,222 | $4,355+111.7% | $4,932+87.0% | $5,403+70.7% |