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 | $173,958 | $72,177+141.0% | $115,037+51.2% | $59,632+191.7% |
| Participation rate | 80.0% | 72.6%+7.4pp | 81.4%-1.4pp | 68.7%+11.3pp |
| Annual return | 5.34% | 12.02%-6.7pp | 26.14%-20.8pp | 2041.28%-2035.9pp |
| Employer contribution / active EE | $1,407 | $2,841-50.5% | $4,608-69.5% | $2,203-36.1% |
| Participant deferral / active EE | $6,395 | $4,783+33.7% | $6,026+6.1% | $3,192+100.4% |
| Admin fee / account holder | $1,415 | $4,927-71.3% | $8,175-82.7% | $4,297-67.1% |