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).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $153,896 | $82,664+86.2% | $125,339+22.8% | $68,494+124.7% |
| Participation rate | 96.2% | 75.0%+21.1pp | 82.4%+13.8pp | 67.9%+28.3pp |
| Annual return | -21.36% | -5.97%-15.4pp | 572.05%-593.4pp | -7.84%-13.5pp |
| Employer contribution / active EE | $1,828 | $3,381-45.9% | $4,814-62.0% | $2,596-29.6% |
| Participant deferral / active EE | $9,133 | $6,110+49.5% | $7,446+22.6% | $4,027+126.8% |
| Admin fee / account holder | $16,678 | $6,275+165.8% | $10,010+66.6% | $5,403+208.7% |