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.
Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 10-year trajectory for $4.99 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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $290,027 | $111,535+160.0% | $105,223+175.6% | $137,256+111.3% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 9.69% | 237.85%-228.2pp | 180.65%-171.0pp | 220.34%-210.6pp |
| Employer contribution / active EE | $2,226 | $3,939-43.5% | $3,689-39.7% | $4,156-46.4% |
| Participant deferral / active EE | $8,511 | $5,500+54.7% | $5,072+67.8% | $6,407+32.8% |
| Admin fee / account holder | $8,981 | $9,721-7.6% | $8,859+1.4% | $12,270-26.8% |