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 | $181,120 | $85,766+111.2% | $136,294+32.9% | $70,131+158.3% |
| Participation rate | 75.3% | 74.2%+1.1pp | 81.9%-6.6pp | 69.5%+5.7pp |
| Annual return | 23.20% | 31.45%-8.3pp | 5155.94%-5132.7pp | 73.14%-49.9pp |
| Employer contribution / active EE | $1,276 | $2,966-57.0% | $4,695-72.8% | $2,342-45.5% |
| Participant deferral / active EE | $5,393 | $5,051+6.8% | $6,247-13.7% | $3,332+61.9% |
| Admin fee / account holder | $10,299 | $5,420+90.0% | $9,243+11.4% | $4,645+121.7% |