Filed August 8, 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 | $99,466 | $104,251-4.6% | $91,001+9.3% | $147,584-32.6% |
| Participation rate | 75.0% | 78.2%-3.2pp | 75.6%-0.6pp | 82.8%-7.8pp |
| Annual return | 12.89% | 27.06%-14.2pp | 4.60%+8.3pp | 578.55%-565.7pp |
| Employer contribution / active EE | $455 | $3,116-85.4% | $2,456-81.5% | $4,876-90.7% |
| Participant deferral / active EE | $2,516 | $4,195-40.0% | $3,547-29.1% | $5,439-53.7% |
| Admin fee / account holder | $695 | $8,948-92.2% | $5,417-87.2% | $10,885-93.6% |