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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $106,302 | $58,828+80.7% | $77,999+36.3% | $62,891+69.0% |
| Participation rate | 100.0% | 71.1%+28.9pp | 75.5%+24.5pp | 69.3%+30.7pp |
| Annual return | 0.24% | 17.16%-16.9pp | 425.96%-425.7pp | 20.14%-19.9pp |
| Employer contribution / active EE | $6,377 | $1,672+281.5% | $2,470+158.2% | $2,281+179.6% |
| Participant deferral / active EE | $3,743 | $2,686+39.4% | $3,497+7.0% | $3,203+16.9% |
| Admin fee / account holder | $378 | $4,393-91.4% | $5,480-93.1% | $4,296-91.2% |