Filed June 8, 2005 (most recent of 2 filings on file)
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.)
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 | $77,105 | $214,378-64.0% | $200,582-61.6% | $142,382-45.8% |
| Participation rate | 90.9% | 87.4%+3.5pp | 86.9%+4.0pp | 80.1%+10.8pp |
| Annual return | 11.32% | 46.41%-35.1pp | 42.33%-31.0pp | 217.08%-205.8pp |
| Employer contribution / active EE | $2,054 | $6,841-70.0% | $6,419-68.0% | $4,299-52.2% |
| Participant deferral / active EE | $3,316 | $9,865-66.4% | $9,331-64.5% | $6,507-49.0% |
| Admin fee / account holder | $12,510 | $17,692-29.3% | $16,305-23.3% | $12,624-0.9% |