Filed February 10, 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 | $47,578 | $67,606-29.6% | $82,313-42.2% | $70,131-32.2% |
| Participation rate | 75.0% | 72.8%+2.2pp | 76.9%-1.9pp | 69.5%+5.5pp |
| Annual return | 14.77% | 21.57%-6.8pp | 25.88%-11.1pp | 73.14%-58.4pp |
| Employer contribution / active EE | $1,441 | $1,755-17.9% | $2,428-40.7% | $2,342-38.5% |
| Participant deferral / active EE | $2,867 | $2,987-4.0% | $3,706-22.6% | $3,332-14.0% |
| Admin fee / account holder | $1,225 | $4,512-72.8% | $5,608-78.2% | $4,645-73.6% |