Filed May 15, 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 | $120,625 | $102,966+17.1% | $90,281+33.6% | $152,861-21.1% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 19.80% | 95.16%-75.4pp | 78.10%-58.3pp | 345.32%-325.5pp |
| Employer contribution / active EE | $4,514 | $3,139+43.8% | $2,854+58.1% | $4,762-5.2% |
| Participant deferral / active EE | $9,989 | $4,281+133.3% | $3,885+157.1% | $5,850+70.7% |
| Admin fee / account holder | $9,814 | $6,171+59.0% | $5,351+83.4% | $11,596-15.4% |