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 | $78,520+106.8% | $96,576+68.1% | $82,448+96.9% |
| Participation rate | 82.8% | 77.7%+5.0pp | 81.4%+1.3pp | 68.1%+14.7pp |
| Annual return | 15.87% | 41.30%-25.4pp | 38.47%-22.6pp | 41.64%-25.8pp |
| Employer contribution / active EE | $2,700 | $2,630+2.7% | $3,553-24.0% | $2,551+5.9% |
| Participant deferral / active EE | $4,813 | $6,754-28.7% | $7,956-39.5% | $4,139+16.3% |
| Admin fee / account holder | $6,383 | $13,455-52.6% | $11,381-43.9% | $7,234-11.8% |