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 | $391,921 | $85,006+361.1% | $76,190+414.4% | $145,922+168.6% |
| Participation rate | 100.0% | 82.9%+17.1pp | 79.3%+20.7pp | 80.3%+19.7pp |
| Annual return | 14.40% | 13.11%+1.3pp | 13.78%+0.6pp | 561.29%-546.9pp |
| Employer contribution / active EE | $4,641 | $5,265-11.8% | $4,578+1.4% | $4,660-0.4% |
| Participant deferral / active EE | $11,300 | $6,392+76.8% | $5,474+106.4% | $6,688+69.0% |
| Admin fee / account holder | $2,966 | $5,760-48.5% | $5,123-42.1% | $13,397-77.9% |