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 | $85,066 | $58,208+46.1% | $81,812+4.0% | $80,856+5.2% |
| Participation rate | 93.1% | 63.4%+29.7pp | 72.3%+20.8pp | 67.6%+25.5pp |
| Annual return | 13.45% | 41.66%-28.2pp | 773.79%-760.3pp | 35.59%-22.1pp |
| Employer contribution / active EE | $4,140 | $2,340+76.9% | $2,912+42.2% | $2,755+50.3% |
| Participant deferral / active EE | $8,463 | $3,281+157.9% | $4,319+96.0% | $4,296+97.0% |
| Admin fee / account holder | $11,673 | $4,981+134.3% | $7,386+58.0% | $6,918+68.7% |