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 | $685,271 | $162,781+321.0% | $133,956+411.6% | $158,922+331.2% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 13.68% | 41.94%-28.3pp | 45.09%-31.4pp | 302.83%-289.1pp |
| Employer contribution / active EE | $3,229 | $4,975-35.1% | $3,919-17.6% | $4,761-32.2% |
| Participant deferral / active EE | $10,217 | $5,911+72.9% | $5,048+102.4% | $5,982+70.8% |
| Admin fee / account holder | $17,125 | $11,736+45.9% | $8,927+91.8% | $11,246+52.3% |