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 | $178,569 | $93,571+90.8% | $135,903+31.4% | $75,163+137.6% |
| Participation rate | 83.0% | 75.2%+7.8pp | 81.9%+1.1pp | 67.2%+15.8pp |
| Annual return | 20.12% | 30.90%-10.8pp | 68.23%-48.1pp | 160.62%-140.5pp |
| Employer contribution / active EE | $1,185 | $3,537-66.5% | $4,856-75.6% | $2,670-55.6% |
| Participant deferral / active EE | $8,076 | $6,404+26.1% | $7,758+4.1% | $4,125+95.8% |
| Admin fee / account holder | $5,863 | $6,975-15.9% | $10,762-45.5% | $5,651+3.8% |