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 9-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 | $32,021 | $90,600-64.7% | $79,464-59.7% | $135,375-76.3% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | 14.02% | 977.43%-963.4pp | 718.14%-704.1pp | 519.73%-505.7pp |
| Employer contribution / active EE | $7,851 | $3,068+155.9% | $2,800+180.3% | $4,779+64.3% |
| Participant deferral / active EE | $12,140 | $4,050+199.7% | $3,704+227.8% | $5,609+116.4% |
| Admin fee / account holder | $2,254 | $5,907-61.8% | $5,113-55.9% | $10,827-79.2% |