Filed June 18, 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 | $162,344 | $80,673+101.2% | $101,326+60.2% | $84,808+91.4% |
| Participation rate | 82.8% | 77.8%+5.0pp | 81.5%+1.3pp | 68.3%+14.4pp |
| Annual return | 15.87% | 38.95%-23.1pp | 36.82%-20.9pp | 40.90%-25.0pp |
| Employer contribution / active EE | $2,700 | $2,698+0.1% | $3,665-26.3% | $2,631+2.6% |
| Participant deferral / active EE | $4,813 | $6,840-29.6% | $7,994-39.8% | $4,212+14.3% |
| Admin fee / account holder | $6,383 | $12,784-50.1% | $11,185-42.9% | $7,344-13.1% |