Filed April 20, 2005 (most recent of 3 filings on file)
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 | $170,866 | $118,450+44.3% | $98,439+73.6% | $139,434+22.5% |
| Participation rate | 94.4% | 77.4%+17.0pp | 75.2%+19.3pp | 80.3%+14.1pp |
| Annual return | 11.95% | 18.94%-7.0pp | 21.16%-9.2pp | 372.94%-361.0pp |
| Employer contribution / active EE | $1,244 | $3,609-65.5% | $3,048-59.2% | $4,751-73.8% |
| Participant deferral / active EE | $3,526 | $5,392-34.6% | $4,738-25.6% | $6,710-47.5% |
| Admin fee / account holder | $17,675 | $14,026+26.0% | $8,948+97.5% | $11,403+55.0% |