Filed October 18, 2004 (most recent of 2 filings on file)
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 | $297,866 | $96,635+208.2% | $86,612+243.9% | $139,434+113.6% |
| Participation rate | 81.3% | 74.4%+6.8pp | 71.7%+9.6pp | 80.3%+0.9pp |
| Annual return | 30.45% | 106.41%-76.0pp | 591.07%-560.6pp | 372.94%-342.5pp |
| Employer contribution / active EE | $8,918 | $3,263+173.3% | $3,022+195.1% | $4,751+87.7% |
| Participant deferral / active EE | $12,968 | $4,836+168.2% | $4,438+192.2% | $6,710+93.3% |
| Admin fee / account holder | $5,376 | $6,408-16.1% | $5,614-4.2% | $11,403-52.9% |