Filed November 9, 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 | $67,612 | $60,124+12.5% | $90,404-25.2% | $79,858-15.3% |
| Participation rate | 91.4% | 65.0%+26.4pp | 72.7%+18.7pp | 69.6%+21.7pp |
| Annual return | 18.15% | 71.94%-53.8pp | 1293.02%-1274.9pp | 31.71%-13.6pp |
| Employer contribution / active EE | $3,906 | $2,068+88.9% | $3,262+19.7% | $2,471+58.1% |
| Participant deferral / active EE | $5,788 | $2,938+97.0% | $3,963+46.0% | $3,740+54.8% |
| Admin fee / account holder | $6,868 | $3,976+72.7% | $5,611+22.4% | $5,306+29.4% |