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 | $53,455 | $54,762-2.4% | $90,281-40.8% | $72,985-26.8% |
| Participation rate | 100.0% | 65.1%+34.9pp | 73.3%+26.7pp | 69.5%+30.5pp |
| Annual return | 18.58% | 30.63%-12.1pp | 78.10%-59.5pp | 81.00%-62.4pp |
| Employer contribution / active EE | $7,414 | $2,092+254.3% | $2,854+159.7% | $2,440+203.9% |
| Participant deferral / active EE | $6,752 | $2,887+133.9% | $3,885+73.8% | $3,607+87.2% |
| Admin fee / account holder | $2,065 | $3,972-48.0% | $5,351-61.4% | $5,124-59.7% |