Filed February 3, 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 | $103,508 | $100,901+2.6% | $75,670+36.8% | $147,584-29.9% |
| Participation rate | 100.0% | 77.1%+22.9pp | 72.3%+27.7pp | 82.8%+17.2pp |
| Annual return | 17.19% | 35.78%-18.6pp | 27.34%-10.2pp | 578.55%-561.4pp |
| Employer contribution / active EE | $3,188 | $3,253-2.0% | $2,352+35.5% | $4,876-34.6% |
| Participant deferral / active EE | $4,308 | $4,027+7.0% | $3,142+37.1% | $5,439-20.8% |
| Admin fee / account holder | $8,326 | $11,285-26.2% | $5,800+43.6% | $10,885-23.5% |