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 | $63,775 | $106,890-40.3% | $84,015-24.1% | $152,861-58.3% |
| Participation rate | 90.5% | 75.2%+15.2pp | 69.0%+21.5pp | 82.4%+8.0pp |
| Annual return | 5.07% | 104.99%-99.9pp | 71.31%-66.2pp | 345.32%-340.3pp |
| Employer contribution / active EE | $442 | $2,734-83.8% | $1,983-77.7% | $4,762-90.7% |
| Participant deferral / active EE | $991 | $4,011-75.3% | $3,239-69.4% | $5,850-83.1% |
| Admin fee / account holder | $918 | $8,285-88.9% | $6,101-85.0% | $11,596-92.1% |