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.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $229,885 | $172,111+33.6% | $150,298+53.0% | $137,256+67.5% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 13.16% | 69.37%-56.2pp | 62.79%-49.6pp | 220.34%-207.2pp |
| Employer contribution / active EE | $2,116 | $4,636-54.4% | $4,154-49.1% | $4,156-49.1% |
| Participant deferral / active EE | $7,221 | $6,166+17.1% | $5,453+32.4% | $6,407+12.7% |
| Admin fee / account holder | $16,586 | $16,471+0.7% | $14,116+17.5% | $12,270+35.2% |