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 | $30,139 | $91,538-67.1% | $129,995-76.8% | $75,163-59.9% |
| Participation rate | 96.4% | 71.4%+25.0pp | 78.5%+17.9pp | 67.2%+29.2pp |
| Annual return | 14.72% | -631.11%+645.8pp | -137.18%+151.9pp | 160.62%-145.9pp |
| Employer contribution / active EE | $484 | $2,845-83.0% | $4,320-88.8% | $2,670-81.9% |
| Participant deferral / active EE | $4,229 | $4,341-2.6% | $5,820-27.3% | $4,125+2.5% |
| Admin fee / account holder | $1,568 | $6,790-76.9% | $10,614-85.2% | $5,651-72.3% |