Filed May 24, 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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $48,658 | $93,346-47.9% | $71,796-32.2% | $273,961-82.2% |
| Participation rate | 91.3% | 76.5%+14.8pp | 69.1%+22.2pp | 83.0%+8.3pp |
| Annual return | 0.25% | 130.39%-130.1pp | 78.04%-77.8pp | 41.45%-41.2pp |
| Employer contribution / active EE | $533 | $2,733-80.5% | $1,924-72.3% | $4,869-89.0% |
| Participant deferral / active EE | $1,188 | $3,475-65.8% | $2,794-57.5% | $5,287-77.5% |
| Admin fee / account holder | $1,460 | $6,571-77.8% | $4,815-69.7% | $10,132-85.6% |