Filed March 4, 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 | $124,263 | $83,477+48.9% | $125,175-0.7% | $72,985+70.3% |
| Participation rate | 72.5% | 73.3%-0.8pp | 79.8%-7.2pp | 69.5%+3.1pp |
| Annual return | 22.77% | 25.78%-3.0pp | 43.79%-21.0pp | 81.00%-58.2pp |
| Employer contribution / active EE | $1,861 | $2,345-20.7% | $3,865-51.9% | $2,440-23.7% |
| Participant deferral / active EE | $3,960 | $3,585+10.4% | $4,937-19.8% | $3,607+9.8% |
| Admin fee / account holder | $3,174 | $5,517-42.5% | $9,702-67.3% | $5,124-38.1% |