Filed February 15, 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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $57,557 | $72,492-20.6% | $87,100-33.9% | $72,985-21.1% |
| Participation rate | 84.3% | 72.8%+11.5pp | 76.9%+7.4pp | 69.5%+14.8pp |
| Annual return | 4.64% | 24.46%-19.8pp | 28.19%-23.5pp | 81.00%-76.4pp |
| Employer contribution / active EE | $1,569 | $1,894-17.2% | $2,521-37.8% | $2,440-35.7% |
| Participant deferral / active EE | $308 | $3,270-90.6% | $4,049-92.4% | $3,607-91.4% |
| Admin fee / account holder | $512 | $5,055-89.9% | $7,497-93.2% | $5,124-90.0% |