Filed August 17, 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 | $84,672 | $91,552-7.5% | $133,956-36.8% | $79,858+6.0% |
| Participation rate | 73.1% | 73.3%-0.3pp | 79.8%-6.8pp | 69.6%+3.4pp |
| Annual return | 14.88% | 61.85%-47.0pp | 45.09%-30.2pp | 31.71%-16.8pp |
| Employer contribution / active EE | $635 | $2,384-73.4% | $3,919-83.8% | $2,471-74.3% |
| Participant deferral / active EE | $5,814 | $3,733+55.7% | $5,048+15.2% | $3,740+55.5% |
| Admin fee / account holder | $732 | $6,321-88.4% | $8,927-91.8% | $5,306-86.2% |