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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $274,392 | $180,449+52.1% | $154,107+78.1% | $135,375+102.7% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -4.00% | 888.09%-892.1pp | 735.12%-739.1pp | 519.73%-523.7pp |
| Employer contribution / active EE | $749 | $6,035-87.6% | $5,298-85.9% | $4,779-84.3% |
| Participant deferral / active EE | $792 | $5,806-86.4% | $5,081-84.4% | $5,609-85.9% |
| Admin fee / account holder | $16,866 | $16,143+4.5% | $13,411+25.8% | $10,827+55.8% |