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.)
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 | $157,080 | $95,803+64.0% | $113,168+38.8% | $84,808+85.2% |
| Participation rate | 72.5% | 72.9%-0.4pp | 76.6%-4.1pp | 68.3%+4.2pp |
| Annual return | 15.46% | 25.00%-9.5pp | 24.27%-8.8pp | 40.90%-25.4pp |
| Employer contribution / active EE | $820 | $2,360-65.2% | $2,975-72.4% | $2,631-68.8% |
| Participant deferral / active EE | $5,377 | $4,242+26.8% | $5,107+5.3% | $4,212+27.7% |
| Admin fee / account holder | $6,942 | $8,989-22.8% | $12,068-42.5% | $7,344-5.5% |