Filed November 17, 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 | $37,552 | $43,723-14.1% | $121,196-69.0% | $64,186-41.5% |
| Participation rate | 100.0% | 58.3%+41.7pp | 71.7%+28.3pp | 69.6%+30.4pp |
| Annual return | -6.38% | 68.91%-75.3pp | 16.93%-23.3pp | 7.63%-14.0pp |
| Employer contribution / active EE | $817 | $1,296-37.0% | $4,022-79.7% | $2,381-65.7% |
| Participant deferral / active EE | $3,891 | $2,280+70.7% | $3,344+16.3% | $3,470+12.1% |
| Admin fee / account holder | $11,952 | $3,501+241.4% | $5,019+138.1% | $4,888+144.5% |