Filed March 10, 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 | $64,752 | $72,177-10.3% | $115,037-43.7% | $59,632+8.6% |
| Participation rate | 94.7% | 72.6%+22.2pp | 81.4%+13.4pp | 68.7%+26.1pp |
| Annual return | -0.65% | 12.02%-12.7pp | 26.14%-26.8pp | 2041.28%-2041.9pp |
| Employer contribution / active EE | $1,324 | $2,841-53.4% | $4,608-71.3% | $2,203-39.9% |
| Participant deferral / active EE | $6,054 | $4,783+26.6% | $6,026+0.5% | $3,192+89.7% |
| Admin fee / account holder | $5,806 | $4,927+17.8% | $8,175-29.0% | $4,297+35.1% |