Filed August 8, 2005 (most recent of 2 filings on file)
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 | $49,289 | $56,199-12.3% | $67,652-27.1% | $59,632-17.3% |
| Participation rate | 78.8% | 71.5%+7.3pp | 75.7%+3.1pp | 68.7%+10.1pp |
| Annual return | -1.64% | 18505.31%-18506.9pp | 6625.04%-6626.7pp | 2041.28%-2042.9pp |
| Employer contribution / active EE | $332 | $1,614-79.4% | $2,266-85.3% | $2,203-84.9% |
| Participant deferral / active EE | $1,736 | $2,844-39.0% | $3,560-51.2% | $3,192-45.6% |
| Admin fee / account holder | $4,651 | $3,958+17.5% | $4,821-3.5% | $4,297+8.2% |