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 | $201,366 | $160,055+25.8% | $140,016+43.8% | $135,375+48.7% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | 8.86% | 911.38%-902.5pp | 651.12%-642.3pp | 519.73%-510.9pp |
| Employer contribution / active EE | $10,067 | $6,420+56.8% | $5,606+79.6% | $4,779+110.7% |
| Participant deferral / active EE | $7,633 | $7,642-0.1% | $6,927+10.2% | $5,609+36.1% |
| Admin fee / account holder | $4,260 | $13,328-68.0% | $10,705-60.2% | $10,827-60.7% |