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 | $231,338 | $124,319+86.1% | $111,297+107.9% | $167,490+38.1% |
| Participation rate | 72.7% | 79.6%-6.9pp | 77.3%-4.6pp | 82.1%-9.4pp |
| Annual return | 15.75% | 37.44%-21.7pp | 54.65%-38.9pp | 478.56%-462.8pp |
| Employer contribution / active EE | $2,851 | $3,435-17.0% | $2,731+4.4% | $4,837-41.1% |
| Participant deferral / active EE | $5,726 | $5,180+10.5% | $4,487+27.6% | $6,341-9.7% |
| Admin fee / account holder | $34,062 | $10,618+220.8% | $7,964+327.7% | $12,309+176.7% |