Filed July 19, 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 7-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).
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $297,784 | $84,149+253.9% | $76,080+291.4% | $167,490+77.8% |
| Participation rate | 100.0% | 84.9%+15.1pp | 79.4%+20.6pp | 82.1%+17.9pp |
| Annual return | 14.16% | 54.99%-40.8pp | 42.50%-28.3pp | 478.56%-464.4pp |
| Employer contribution / active EE | $3,958 | $4,618-14.3% | $3,962-0.1% | $4,837-18.2% |
| Participant deferral / active EE | $9,470 | $5,796+63.4% | $4,905+93.1% | $6,341+49.3% |
| Admin fee / account holder | $2,249 | $6,410-64.9% | $4,883-53.9% | $12,309-81.7% |