Filed September 23, 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 | $237,249 | $117,859+101.3% | $102,438+131.6% | $145,959+62.5% |
| Participation rate | 91.7% | 78.6%+13.1pp | 76.5%+15.2pp | 80.3%+11.4pp |
| Annual return | 12.04% | 31.72%-19.7pp | 29.37%-17.3pp | 561.95%-549.9pp |
| Employer contribution / active EE | $2,099 | $3,615-41.9% | $3,024-30.6% | $4,661-55.0% |
| Participant deferral / active EE | $8,865 | $5,732+54.7% | $5,054+75.4% | $6,689+32.5% |
| Admin fee / account holder | $3,987 | $13,318-70.1% | $9,448-57.8% | $13,398-70.2% |