Filed February 20, 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 | $183,360 | $118,849+54.3% | $96,562+89.9% | $167,490+9.5% |
| Participation rate | 95.0% | 75.5%+19.5pp | 69.8%+25.2pp | 82.1%+12.9pp |
| Annual return | 17.00% | 50.49%-33.5pp | 37.78%-20.8pp | 478.56%-461.6pp |
| Employer contribution / active EE | $1,275 | $3,120-59.1% | $2,356-45.9% | $4,837-73.6% |
| Participant deferral / active EE | $2,848 | $4,616-38.3% | $3,849-26.0% | $6,341-55.1% |
| Admin fee / account holder | $3,792 | $8,065-53.0% | $6,181-38.6% | $12,309-69.2% |