Filed July 11, 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 | $47,027 | $60,349-22.1% | $74,183-36.6% | $62,891-25.2% |
| Participation rate | 71.0% | 72.7%-1.8pp | 76.6%-5.7pp | 69.3%+1.7pp |
| Annual return | 6.35% | 21.37%-15.0pp | 17.74%-11.4pp | 20.14%-13.8pp |
| Employer contribution / active EE | $740 | $1,680-56.0% | $2,370-68.8% | $2,281-67.6% |
| Participant deferral / active EE | $1,856 | $2,856-35.0% | $3,550-47.7% | $3,203-42.1% |
| Admin fee / account holder | $761 | $4,261-82.2% | $5,586-86.4% | $4,296-82.3% |