Filed August 8, 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 | $84,860 | $67,606+25.5% | $82,313+3.1% | $70,131+21.0% |
| Participation rate | 73.2% | 72.8%+0.4pp | 76.9%-3.7pp | 69.5%+3.6pp |
| Annual return | 14.85% | 21.57%-6.7pp | 25.88%-11.0pp | 73.14%-58.3pp |
| Employer contribution / active EE | $814 | $1,755-53.6% | $2,428-66.5% | $2,342-65.3% |
| Participant deferral / active EE | $2,582 | $2,987-13.5% | $3,706-30.3% | $3,332-22.5% |
| Admin fee / account holder | $11,220 | $4,512+148.7% | $5,608+100.1% | $4,645+141.5% |