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 | $58,613 | $80,968-27.6% | $96,544-39.3% | $75,163-22.0% |
| Participation rate | 100.0% | 71.8%+28.2pp | 76.0%+24.0pp | 67.2%+32.8pp |
| Annual return | 9.92% | 27.06%-17.1pp | 25.84%-15.9pp | 160.62%-150.7pp |
| Employer contribution / active EE | $2,424 | $2,282+6.2% | $2,965-18.2% | $2,670-9.2% |
| Participant deferral / active EE | $82 | $3,928-97.9% | $4,851-98.3% | $4,125-98.0% |
| Admin fee / account holder | $1,462 | $6,724-78.3% | $8,252-82.3% | $5,651-74.1% |