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 | $116,461 | $127,100-8.4% | $105,738+10.1% | $135,375-14.0% |
| Participation rate | 100.0% | 82.7%+17.3pp | 76.3%+23.7pp | 82.6%+17.4pp |
| Annual return | 9.16% | 4.49%+4.7pp | 6.27%+2.9pp | 519.73%-510.6pp |
| Employer contribution / active EE | $9,472 | $4,107+130.6% | $3,268+189.8% | $4,779+98.2% |
| Participant deferral / active EE | $8,761 | $5,064+73.0% | $4,080+114.7% | $5,609+56.2% |
| Admin fee / account holder | $775 | $9,087-91.5% | $6,913-88.8% | $10,827-92.8% |