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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $52,244 | $62,586-16.5% | $76,768-31.9% | $64,186-18.6% |
| Participation rate | 81.3% | 72.8%+8.4pp | 77.0%+4.3pp | 69.6%+11.7pp |
| Annual return | -8.45% | -1.95%-6.5pp | 2.43%-10.9pp | 7.63%-16.1pp |
| Employer contribution / active EE | $327 | $1,832-82.2% | $2,485-86.9% | $2,381-86.3% |
| Participant deferral / active EE | $1,517 | $3,145-51.7% | $3,852-60.6% | $3,470-56.3% |
| Admin fee / account holder | $734 | $4,667-84.3% | $6,675-89.0% | $4,888-85.0% |