Filed July 28, 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 | $120,624 | $149,679-19.4% | $117,039+3.1% | $147,584-18.3% |
| Participation rate | 100.0% | 83.5%+16.5pp | 77.2%+22.8pp | 82.8%+17.2pp |
| Annual return | 12.70% | 19.31%-6.6pp | 18.95%-6.3pp | 578.55%-565.9pp |
| Employer contribution / active EE | $7,998 | $4,937+62.0% | $3,785+111.3% | $4,876+64.0% |
| Participant deferral / active EE | $11,200 | $4,912+128.0% | $3,929+185.0% | $5,439+105.9% |
| Admin fee / account holder | $10,228 | $7,856+30.2% | $5,974+71.2% | $10,885-6.0% |