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 | $74,597 | $95,803-22.1% | $113,168-34.1% | $84,808-12.0% |
| Participation rate | 86.0% | 72.9%+13.1pp | 76.6%+9.4pp | 68.3%+17.7pp |
| Annual return | 15.30% | 25.00%-9.7pp | 24.27%-9.0pp | 40.90%-25.6pp |
| Employer contribution / active EE | $1,600 | $2,360-32.2% | $2,975-46.2% | $2,631-39.2% |
| Participant deferral / active EE | $824 | $4,242-80.6% | $5,107-83.9% | $4,212-80.4% |
| Admin fee / account holder | $10,565 | $8,989+17.5% | $12,068-12.5% | $7,344+43.9% |