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 | $146,338 | $97,757+49.7% | $83,848+74.5% | $135,375+8.1% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | 0.42% | 1287.37%-1287.0pp | 850.88%-850.5pp | 519.73%-519.3pp |
| Employer contribution / active EE | $2,394 | $4,222-43.3% | $3,631-34.1% | $4,779-49.9% |
| Participant deferral / active EE | $8,209 | $4,682+75.3% | $4,082+101.1% | $5,609+46.4% |
| Admin fee / account holder | $24,274 | $6,674+263.7% | $5,478+343.1% | $10,827+124.2% |