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 | $515,201 | $111,754+361.0% | $103,333+398.6% | $145,922+253.1% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 22.29% | 24.77%-2.5pp | 24.88%-2.6pp | 561.29%-539.0pp |
| Employer contribution / active EE | $1,951 | $4,212-53.7% | $3,868-49.6% | $4,660-58.1% |
| Participant deferral / active EE | $4,069 | $5,619-27.6% | $5,057-19.5% | $6,688-39.2% |
| Admin fee / account holder | $6,196 | $9,750-36.5% | $8,355-25.8% | $13,397-53.8% |