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.
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 | $280,312 | $153,772+82.3% | $133,980+109.2% | $273,961+2.3% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 4.46% | 36.51%-32.0pp | 29.30%-24.8pp | 41.45%-37.0pp |
| Employer contribution / active EE | $10,652 | $6,029+76.7% | $5,211+104.4% | $4,869+118.8% |
| Participant deferral / active EE | $13,350 | $6,958+91.9% | $6,282+112.5% | $5,287+152.5% |
| Admin fee / account holder | $357 | $11,765-97.0% | $9,324-96.2% | $10,132-96.5% |