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 | $79,916 | $86,286-7.4% | $111,297-28.2% | $85,850-6.9% |
| Participation rate | 74.4% | 73.3%+1.1pp | 77.3%-2.9pp | 69.3%+5.1pp |
| Annual return | 11.66% | 19.99%-8.3pp | 54.65%-43.0pp | 318.53%-306.9pp |
| Employer contribution / active EE | $1,611 | $2,043-21.2% | $2,731-41.0% | $2,565-37.2% |
| Participant deferral / active EE | $3,637 | $3,641-0.1% | $4,487-19.0% | $3,952-8.0% |
| Admin fee / account holder | $2,014 | $8,188-75.4% | $7,964-74.7% | $6,260-67.8% |