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 | $151,686 | $102,604+47.8% | $86,188+76.0% | $139,434+8.8% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.0%+31.0pp | 80.3%+19.7pp |
| Annual return | 14.98% | 1922.51%-1907.5pp | 1168.45%-1153.5pp | 372.94%-358.0pp |
| Employer contribution / active EE | $715 | $3,032-76.4% | $2,380-70.0% | $4,751-84.9% |
| Participant deferral / active EE | $3,935 | $4,676-15.8% | $3,985-1.3% | $6,710-41.4% |
| Admin fee / account holder | $11,870 | $8,657+37.1% | $6,852+73.2% | $11,403+4.1% |