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).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $137,964 | $73,102+88.7% | $123,544+11.7% | $56,287+145.1% |
| Participation rate | 94.1% | 74.3%+19.7pp | 82.3%+11.8pp | 69.9%+24.2pp |
| Annual return | -1.97% | 3.01%-5.0pp | 119.20%-121.2pp | -9.96%+8.0pp |
| Employer contribution / active EE | $1,445 | $2,977-51.5% | $4,628-68.8% | $2,111-31.5% |
| Participant deferral / active EE | $5,858 | $5,423+8.0% | $6,426-8.8% | $3,350+74.9% |
| Admin fee / account holder | $2,473 | $554+346.6% | $9,284-73.4% | $521+374.7% |