Filed June 21, 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 | $32,052 | $83,908-61.8% | $68,509-53.2% | $125,391-74.4% |
| Participation rate | 85.7% | 78.2%+7.5pp | 74.7%+11.0pp | 83.2%+2.5pp |
| Annual return | -0.19% | 14.48%-14.7pp | 8.27%-8.5pp | 282.22%-282.4pp |
| Employer contribution / active EE | $967 | $3,031-68.1% | $2,278-57.5% | $4,866-80.1% |
| Participant deferral / active EE | $1,276 | $4,125-69.1% | $3,382-62.3% | $5,352-76.2% |
| Admin fee / account holder | $1,361 | $8,982-84.8% | $5,275-74.2% | $9,540-85.7% |