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 | $255,658 | $59,839+327.2% | $81,983+211.8% | $79,858+220.1% |
| Participation rate | 89.7% | 61.6%+28.1pp | 69.2%+20.5pp | 69.6%+20.1pp |
| Annual return | 22.69% | 17.56%+5.1pp | 41.31%-18.6pp | 31.71%-9.0pp |
| Employer contribution / active EE | $4,450 | $1,713+159.7% | $2,498+78.1% | $2,471+80.1% |
| Participant deferral / active EE | $8,905 | $2,695+230.4% | $3,722+139.2% | $3,740+138.1% |
| Admin fee / account holder | $43,348 | $4,287+911.1% | $5,664+665.4% | $5,306+716.9% |