Filed December 27, 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 | $362,337 | $157,256+130.4% | $141,162+156.7% | $152,861+137.0% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 20.36% | 64.32%-44.0pp | 71.39%-51.0pp | 345.32%-325.0pp |
| Employer contribution / active EE | $6,135 | $5,261+16.6% | $4,735+29.6% | $4,762+28.8% |
| Participant deferral / active EE | $9,523 | $7,109+33.9% | $6,709+41.9% | $5,850+62.8% |
| Admin fee / account holder | $1,964 | $12,120-83.8% | $10,261-80.9% | $11,596-83.1% |