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 | $107,069 | $57,354+86.7% | $83,848+27.7% | $64,186+66.8% |
| Participation rate | 84.4% | 68.6%+15.8pp | 76.1%+8.2pp | 69.6%+14.8pp |
| Annual return | -5.55% | 11.38%-16.9pp | 850.88%-856.4pp | 7.63%-13.2pp |
| Employer contribution / active EE | $1,310 | $2,545-48.5% | $3,631-63.9% | $2,381-45.0% |
| Participant deferral / active EE | $5,511 | $2,993+84.1% | $4,082+35.0% | $3,470+58.8% |
| Admin fee / account holder | $6,964 | $4,046+72.1% | $5,478+27.1% | $4,888+42.5% |