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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $245,352 | $142,344+72.4% | $119,609+105.1% | $134,475+82.5% |
| Participation rate | 70.0% | 82.8%-12.8pp | 79.3%-9.3pp | 81.2%-11.2pp |
| Annual return | -16.83% | -12.44%-4.4pp | -14.97%-1.9pp | 417.96%-434.8pp |
| Employer contribution / active EE | $153 | $5,222-97.1% | $4,232-96.4% | $4,740-96.8% |
| Participant deferral / active EE | $8,486 | $6,469+31.2% | $5,602+51.5% | $6,400+32.6% |
| Admin fee / account holder | $2,245 | $13,584-83.5% | $10,323-78.3% | $11,426-80.3% |