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 8-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).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,120 | $148,978-63.7% | $200,582-73.0% | $84,808-36.2% |
| Participation rate | 100.0% | 84.2%+15.8pp | 86.9%+13.1pp | 68.3%+31.7pp |
| Annual return | 17.86% | 28.16%-10.3pp | 42.33%-24.5pp | 40.90%-23.0pp |
| Employer contribution / active EE | $3,780 | $4,815-21.5% | $6,419-41.1% | $2,631+43.7% |
| Participant deferral / active EE | $6,483 | $7,142-9.2% | $9,331-30.5% | $4,212+53.9% |
| Admin fee / account holder | $2,085 | $13,977-85.1% | $16,305-87.2% | $7,344-71.6% |