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 | $189,244 | $126,574+49.5% | $106,213+78.2% | $145,922+29.7% |
| Participation rate | 88.9% | 77.6%+11.3pp | 75.3%+13.6pp | 80.3%+8.6pp |
| Annual return | 9.19% | 224.79%-215.6pp | 116.14%-106.9pp | 561.29%-552.1pp |
| Employer contribution / active EE | $1,174 | $3,730-68.5% | $3,171-63.0% | $4,660-74.8% |
| Participant deferral / active EE | $3,569 | $5,724-37.6% | $5,016-28.8% | $6,688-46.6% |
| Admin fee / account holder | $14,981 | $17,304-13.4% | $11,033+35.8% | $13,397+11.8% |