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.
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 | $122,182 | $162,781-24.9% | $133,956-8.8% | $158,922-23.1% |
| Participation rate | 92.9% | 83.2%+9.6pp | 79.8%+13.0pp | 82.0%+10.9pp |
| Annual return | 16.24% | 41.94%-25.7pp | 45.09%-28.9pp | 302.83%-286.6pp |
| Employer contribution / active EE | $1,833 | $4,975-63.2% | $3,919-53.2% | $4,761-61.5% |
| Participant deferral / active EE | $3,122 | $5,911-47.2% | $5,048-38.2% | $5,982-47.8% |
| Admin fee / account holder | $19,348 | $11,736+64.9% | $8,927+116.7% | $11,246+72.1% |