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.)
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 | $206,346 | $105,998+94.7% | $92,233+123.7% | $147,584+39.8% |
| Participation rate | 77.8% | 80.4%-2.6pp | 76.5%+1.3pp | 82.8%-5.1pp |
| Annual return | 3.94% | 50.05%-46.1pp | 176.28%-172.3pp | 578.55%-574.6pp |
| Employer contribution / active EE | $3,999 | $4,333-7.7% | $3,679+8.7% | $4,876-18.0% |
| Participant deferral / active EE | $15,802 | $4,478+252.9% | $3,897+305.5% | $5,439+190.5% |
| Admin fee / account holder | $2,008 | $6,332-68.3% | $5,194-61.3% | $10,885-81.6% |