Filed March 2, 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.
Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 10-year trajectory for $4.99 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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $106,053 | $111,535-4.9% | $105,223+0.8% | $137,256-22.7% |
| Participation rate | 85.7% | 78.1%+7.6pp | 75.0%+10.7pp | 80.0%+5.8pp |
| Annual return | 5.89% | 237.85%-232.0pp | 180.65%-174.8pp | 220.34%-214.5pp |
| Employer contribution / active EE | $2,543 | $3,939-35.5% | $3,689-31.1% | $4,156-38.8% |
| Participant deferral / active EE | $7,379 | $5,500+34.2% | $5,072+45.5% | $6,407+15.2% |
| Admin fee / account holder | $3,219 | $9,721-66.9% | $8,859-63.7% | $12,270-73.8% |