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 | $95,453+64.6% | $112,040+40.2% | $82,448+90.5% |
| Participation rate | 72.5% | 72.8%-0.3pp | 76.5%-4.0pp | 68.1%+4.4pp |
| Annual return | 15.46% | 23.92%-8.5pp | 24.52%-9.1pp | 41.64%-26.2pp |
| Employer contribution / active EE | $820 | $2,318-64.6% | $2,954-72.2% | $2,551-67.8% |
| Participant deferral / active EE | $5,377 | $4,224+27.3% | $5,098+5.5% | $4,139+29.9% |
| Admin fee / account holder | $6,942 | $9,013-23.0% | $12,098-42.6% | $7,234-4.0% |