Filed May 10, 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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $132,440 | $114,381+15.8% | $107,525+23.2% | $142,382-7.0% |
| Participation rate | 94.1% | 78.1%+16.0pp | 75.1%+19.0pp | 80.1%+14.0pp |
| Annual return | 9.86% | 242.71%-232.8pp | 181.32%-171.5pp | 217.08%-207.2pp |
| Employer contribution / active EE | $2,253 | $4,015-43.9% | $3,754-40.0% | $4,299-47.6% |
| Participant deferral / active EE | $5,244 | $5,564-5.8% | $5,116+2.5% | $6,507-19.4% |
| Admin fee / account holder | $13,122 | $9,860+33.1% | $8,919+47.1% | $12,624+3.9% |