Filed December 21, 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 10-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 | $385,212 | $124,281+210.0% | $109,143+252.9% | $167,490+130.0% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 60.13% | 26.04%+34.1pp | 25.75%+34.4pp | 478.56%-418.4pp |
| Employer contribution / active EE | $1,894 | $4,207-55.0% | $3,722-49.1% | $4,837-60.8% |
| Participant deferral / active EE | $3,428 | $5,255-34.8% | $4,653-26.3% | $6,341-45.9% |
| Admin fee / account holder | $65,294 | $7,970+719.3% | $6,752+867.0% | $12,309+430.5% |