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.
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.)
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 | $38,145 | $99,985-61.8% | $146,665-74.0% | $85,850-55.6% |
| Participation rate | 100.0% | 73.1%+26.9pp | 80.1%+19.9pp | 69.3%+30.7pp |
| Annual return | 22.58% | 18.93%+3.7pp | 22.74%-0.2pp | 318.53%-295.9pp |
| Employer contribution / active EE | $482 | $2,559-81.2% | $4,136-88.3% | $2,565-81.2% |
| Participant deferral / active EE | $4,294 | $4,006+7.2% | $5,506-22.0% | $3,952+8.6% |
| Admin fee / account holder | $2,489 | $7,702-67.7% | $10,280-75.8% | $6,260-60.2% |