Filed November 9, 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 | $67,914 | $51,576+31.7% | $129,207-47.4% | $80,856-16.0% |
| Participation rate | 100.0% | 57.0%+43.0pp | 69.6%+30.4pp | 67.6%+32.4pp |
| Annual return | 124.79% | 20.81%+104.0pp | 9417.33%-9292.5pp | 35.59%+89.2pp |
| Employer contribution / active EE | $379 | $1,584-76.1% | $4,153-90.9% | $2,755-86.2% |
| Participant deferral / active EE | $2,029 | $2,669-24.0% | $4,168-51.3% | $4,296-52.8% |
| Admin fee / account holder | $3,333 | $4,305-22.6% | $7,715-56.8% | $6,918-51.8% |