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 | $72,967 | $57,281+27.4% | $86,612-15.8% | $75,163-2.9% |
| Participation rate | 93.8% | 63.2%+30.6pp | 71.7%+22.1pp | 67.2%+26.6pp |
| Annual return | 19.07% | 2670.75%-2651.7pp | 591.07%-572.0pp | 160.62%-141.5pp |
| Employer contribution / active EE | $3,051 | $2,314+31.8% | $3,022+0.9% | $2,670+14.3% |
| Participant deferral / active EE | $6,877 | $3,318+107.3% | $4,438+55.0% | $4,125+66.7% |
| Admin fee / account holder | $8,225 | $4,112+100.0% | $5,614+46.5% | $5,651+45.6% |