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 | $118,438 | $63,764+85.7% | $81,930+44.6% | $79,858+48.3% |
| Participation rate | 100.0% | 67.5%+32.5pp | 72.0%+28.0pp | 69.6%+30.4pp |
| Annual return | 20.22% | 22.66%-2.4pp | 29.49%-9.3pp | 31.71%-11.5pp |
| Employer contribution / active EE | $2,228 | $1,795+24.1% | $4,310-48.3% | $2,471-9.8% |
| Participant deferral / active EE | $3,210 | $2,780+15.4% | $7,107-54.8% | $3,740-14.2% |
| Admin fee / account holder | $930 | $4,426-79.0% | $5,158-82.0% | $5,306-82.5% |