Filed November 9, 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.
Employer 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).
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $287,529 | $168,632+70.5% | $147,614+94.8% | $125,391+129.3% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | -2.01% | 77.65%-79.7pp | 61.98%-64.0pp | 282.22%-284.2pp |
| Employer contribution / active EE | $662 | $6,252-89.4% | $5,564-88.1% | $4,866-86.4% |
| Participant deferral / active EE | $2,398 | $5,507-56.5% | $4,895-51.0% | $5,352-55.2% |
| Admin fee / account holder | $6,667 | $13,580-50.9% | $11,611-42.6% | $9,540-30.1% |