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).
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $127,991 | $179,726-28.8% | $156,263-18.1% | $142,382-10.1% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 16.92% | 77.86%-60.9pp | 59.47%-42.5pp | 217.08%-200.2pp |
| Employer contribution / active EE | $22,738 | $5,069+348.5% | $4,333+424.7% | $4,299+428.9% |
| Participant deferral / active EE | $74,372 | $6,956+969.2% | $6,158+1107.7% | $6,507+1042.9% |
| Admin fee / account holder | $26,271 | $17,272+52.1% | $14,255+84.3% | $12,624+108.1% |