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 | $328,668 | $77,730+322.8% | $70,164+368.4% | $139,434+135.7% |
| Participation rate | 100.0% | 83.2%+16.8pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 17.89% | 18.98%-1.1pp | 18.87%-1.0pp | 372.94%-355.1pp |
| Employer contribution / active EE | $4,960 | $4,990-0.6% | $4,287+15.7% | $4,751+4.4% |
| Participant deferral / active EE | $12,562 | $6,448+94.8% | $5,395+132.8% | $6,710+87.2% |
| Admin fee / account holder | $2,353 | $5,368-56.2% | $4,561-48.4% | $11,403-79.4% |