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 | $232,970 | $112,096+107.8% | $95,952+142.8% | $158,922+46.6% |
| Participation rate | 82.4% | 79.0%+3.4pp | 77.1%+5.3pp | 82.0%+0.4pp |
| Annual return | 16.22% | 171.09%-154.9pp | 91.61%-75.4pp | 302.83%-286.6pp |
| Employer contribution / active EE | $3,246 | $3,198+1.5% | $2,541+27.8% | $4,761-31.8% |
| Participant deferral / active EE | $6,066 | $4,784+26.8% | $4,167+45.6% | $5,982+1.4% |
| Admin fee / account holder | $31,446 | $10,130+210.4% | $6,795+362.8% | $11,246+179.6% |