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 | $73,741 | $63,346+16.4% | $92,233-20.0% | $70,131+5.1% |
| Participation rate | 90.6% | 68.7%+21.9pp | 76.5%+14.1pp | 69.5%+21.0pp |
| Annual return | 17.86% | 530.12%-512.3pp | 176.28%-158.4pp | 73.14%-55.3pp |
| Employer contribution / active EE | $2,507 | $2,471+1.5% | $3,679-31.9% | $2,342+7.0% |
| Participant deferral / active EE | $2,878 | $2,854+0.9% | $3,897-26.1% | $3,332-13.6% |
| Admin fee / account holder | $3,332 | $3,840-13.2% | $5,194-35.9% | $4,645-28.3% |