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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $66,091 | $112,881-41.5% | $90,951-27.3% | $158,922-58.4% |
| Participation rate | 81.0% | 74.7%+6.2pp | 69.0%+11.9pp | 82.0%-1.0pp |
| Annual return | 1.85% | 215.79%-213.9pp | 134.60%-132.8pp | 302.83%-301.0pp |
| Employer contribution / active EE | $405 | $2,893-86.0% | $2,122-80.9% | $4,761-91.5% |
| Participant deferral / active EE | $937 | $4,128-77.3% | $3,373-72.2% | $5,982-84.3% |
| Admin fee / account holder | $6,056 | $8,041-24.7% | $5,959+1.6% | $11,246-46.1% |