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 | $102,425 | $54,726+87.2% | $68,793+48.9% | $64,186+59.6% |
| Participation rate | 100.0% | 68.0%+32.0pp | 72.2%+27.8pp | 69.6%+30.4pp |
| Annual return | -6.38% | -1.62%-4.8pp | -4.63%-1.8pp | 7.63%-14.0pp |
| Employer contribution / active EE | $2,691 | $1,846+45.8% | $2,625+2.5% | $2,381+13.0% |
| Participant deferral / active EE | $3,627 | $2,626+38.1% | $3,311+9.6% | $3,470+4.5% |
| Admin fee / account holder | $1,418 | $4,027-64.8% | $5,131-72.4% | $4,888-71.0% |