Filed October 19, 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 | $540,366 | $168,632+220.4% | $147,614+266.1% | $125,391+330.9% |
| Participation rate | 77.8% | 88.8%-11.0pp | 84.6%-6.8pp | 83.2%-5.4pp |
| Annual return | -1.26% | 77.65%-78.9pp | 61.98%-63.2pp | 282.22%-283.5pp |
| Employer contribution / active EE | $2,571 | $6,252-58.9% | $5,564-53.8% | $4,866-47.2% |
| Participant deferral / active EE | $8,601 | $5,507+56.2% | $4,895+75.7% | $5,352+60.7% |
| Admin fee / account holder | $9,843 | $13,580-27.5% | $11,611-15.2% | $9,540+3.2% |