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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $51,201 | $57,828-11.5% | $117,039-56.3% | $70,131-27.0% |
| Participation rate | 76.7% | 67.1%+9.6pp | 77.2%-0.4pp | 69.5%+7.2pp |
| Annual return | 18.84% | 17.55%+1.3pp | 18.95%-0.1pp | 73.14%-54.3pp |
| Employer contribution / active EE | $666 | $1,816-63.3% | $3,785-82.4% | $2,342-71.6% |
| Participant deferral / active EE | $72 | $2,438-97.0% | $3,929-98.2% | $3,332-97.8% |
| Admin fee / account holder | $1,939 | $3,548-45.3% | $5,974-67.5% | $4,645-58.3% |