Filed December 23, 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 7-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 | $77,457 | $48,364+60.2% | $71,796+7.9% | $62,891+23.2% |
| Participation rate | 76.2% | 60.6%+15.6pp | 69.1%+7.1pp | 69.3%+6.9pp |
| Annual return | 7.03% | 13.16%-6.1pp | 78.04%-71.0pp | 20.14%-13.1pp |
| Employer contribution / active EE | $459 | $1,042-55.9% | $1,924-76.1% | $2,281-79.9% |
| Participant deferral / active EE | $2,931 | $2,091+40.2% | $2,794+4.9% | $3,203-8.5% |
| Admin fee / account holder | $6,528 | $3,771+73.1% | $4,815+35.6% | $4,296+52.0% |