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.)
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $254,936 | $157,256+62.1% | $141,162+80.6% | $152,861+66.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 12.23% | 64.32%-52.1pp | 71.39%-59.2pp | 345.32%-333.1pp |
| Employer contribution / active EE | $2,181 | $5,261-58.5% | $4,735-53.9% | $4,762-54.2% |
| Participant deferral / active EE | $3,062 | $7,109-56.9% | $6,709-54.4% | $5,850-47.7% |
| Admin fee / account holder | $1,133 | $12,120-90.7% | $10,261-89.0% | $11,596-90.2% |