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 | $232,889 | $103,376+125.3% | $87,100+167.4% | $152,861+52.4% |
| Participation rate | 73.7% | 79.3%-5.7pp | 76.9%-3.2pp | 82.4%-8.8pp |
| Annual return | 24.91% | 28.10%-3.2pp | 28.19%-3.3pp | 345.32%-320.4pp |
| Employer contribution / active EE | $3,033 | $3,220-5.8% | $2,521+20.3% | $4,762-36.3% |
| Participant deferral / active EE | $6,350 | $4,778+32.9% | $4,049+56.8% | $5,850+8.5% |
| Admin fee / account holder | $15,627 | $12,205+28.0% | $7,497+108.4% | $11,596+34.8% |