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 | $91,691 | $54,541+68.1% | $78,778+16.4% | $70,131+30.7% |
| Participation rate | 71.9% | 60.8%+11.1pp | 69.2%+2.7pp | 69.5%+2.3pp |
| Annual return | 18.39% | 21.07%-2.7pp | 35.62%-17.2pp | 73.14%-54.7pp |
| Employer contribution / active EE | $487 | $1,089-55.2% | $1,986-75.5% | $2,342-79.2% |
| Participant deferral / active EE | $2,940 | $2,210+33.0% | $2,958-0.6% | $3,332-11.8% |
| Admin fee / account holder | $705 | $3,709-81.0% | $5,134-86.3% | $4,645-84.8% |