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.)
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 | $85,039 | $86,929-2.2% | $102,423-17.0% | $80,856+5.2% |
| Participation rate | 72.9% | 72.4%+0.5pp | 76.5%-3.6pp | 67.6%+5.3pp |
| Annual return | 12.67% | 18.88%-6.2pp | 29.32%-16.7pp | 35.59%-22.9pp |
| Employer contribution / active EE | $1,667 | $2,369-29.7% | $3,023-44.9% | $2,755-39.5% |
| Participant deferral / active EE | $1,004 | $4,118-75.6% | $5,053-80.1% | $4,296-76.6% |
| Admin fee / account holder | $4,911 | $8,049-39.0% | $9,451-48.0% | $6,918-29.0% |