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 | $128,795 | $100,901+27.6% | $75,670+70.2% | $147,584-12.7% |
| Participation rate | 100.0% | 77.1%+22.9pp | 72.3%+27.7pp | 82.8%+17.2pp |
| Annual return | 20.02% | 35.78%-15.8pp | 27.34%-7.3pp | 578.55%-558.5pp |
| Employer contribution / active EE | $2,816 | $3,253-13.4% | $2,352+19.8% | $4,876-42.2% |
| Participant deferral / active EE | $4,235 | $4,027+5.2% | $3,142+34.8% | $5,439-22.1% |
| Admin fee / account holder | $6,274 | $11,285-44.4% | $5,800+8.2% | $10,885-42.4% |