Filed November 9, 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 | $130,544 | $99,341+31.4% | $84,750+54.0% | $273,961-52.3% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 6.49% | 22.93%-16.4pp | 22.78%-16.3pp | 41.45%-35.0pp |
| Employer contribution / active EE | $2,446 | $4,214-42.0% | $3,574-31.6% | $4,869-49.8% |
| Participant deferral / active EE | $9,725 | $4,269+127.8% | $3,712+162.0% | $5,287+83.9% |
| Admin fee / account holder | $4,051 | $6,644-39.0% | $5,332-24.0% | $10,132-60.0% |