Filed December 10, 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 | $52,739 | $56,110-6.0% | $94,993-44.5% | $70,131-24.8% |
| Participation rate | 86.5% | 65.0%+21.5pp | 73.9%+12.7pp | 69.5%+17.0pp |
| Annual return | 13.45% | 51.02%-37.6pp | 27.12%-13.7pp | 73.14%-59.7pp |
| Employer contribution / active EE | $560 | $1,442-61.1% | $2,603-78.5% | $2,342-76.1% |
| Participant deferral / active EE | $2,008 | $2,391-16.0% | $3,317-39.5% | $3,332-39.7% |
| Admin fee / account holder | $744 | $3,456-78.5% | $4,960-85.0% | $4,645-84.0% |