Filed December 15, 2005
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).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,960 | $107,934-55.6% | $91,989-47.9% | $152,861-68.6% |
| Participation rate | 100.0% | 81.2%+18.8pp | 78.6%+21.4pp | 82.4%+17.6pp |
| Annual return | 20.80% | 89.24%-68.4pp | 69.02%-48.2pp | 345.32%-324.5pp |
| Employer contribution / active EE | $4,503 | $4,210+7.0% | $3,452+30.5% | $4,762-5.4% |
| Participant deferral / active EE | $5,877 | $6,364-7.7% | $5,923-0.8% | $5,850+0.5% |
| Admin fee / account holder | $559 | $10,520-94.7% | $7,743-92.8% | $11,596-95.2% |