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.)
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 | $60,377 | $95,971-37.1% | $74,550-19.0% | $135,375-55.4% |
| Participation rate | 95.2% | 75.7%+19.6pp | 69.1%+26.1pp | 82.6%+12.6pp |
| Annual return | 7.70% | 56.96%-49.3pp | 32.53%-24.8pp | 519.73%-512.0pp |
| Employer contribution / active EE | $475 | $2,716-82.5% | $1,961-75.8% | $4,779-90.1% |
| Participant deferral / active EE | $1,075 | $3,843-72.0% | $3,108-65.4% | $5,609-80.8% |
| Admin fee / account holder | $751 | $6,522-88.5% | $5,060-85.2% | $10,827-93.1% |