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 | $181,291 | $102,317+77.2% | $146,958+23.4% | $80,856+124.2% |
| Participation rate | 81.1% | 75.8%+5.3pp | 82.2%-1.0pp | 67.6%+13.5pp |
| Annual return | 14.38% | 134.76%-120.4pp | 418.34%-404.0pp | 35.59%-21.2pp |
| Employer contribution / active EE | $2,412 | $3,713-35.1% | $4,933-51.1% | $2,755-12.5% |
| Participant deferral / active EE | $10,549 | $6,644+58.8% | $8,070+30.7% | $4,296+145.6% |
| Admin fee / account holder | $36,303 | $7,941+357.1% | $12,998+179.3% | $6,918+424.8% |