Filed December 10, 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 | $76,327 | $109,817-30.5% | $98,442-22.5% | $167,490-54.4% |
| Participation rate | 80.0% | 75.8%+4.2pp | 73.3%+6.7pp | 82.1%-2.1pp |
| Annual return | 15.13% | 1956.69%-1941.6pp | 1492.73%-1477.6pp | 478.56%-463.4pp |
| Employer contribution / active EE | $5,306 | $3,224+64.6% | $2,960+79.3% | $4,837+9.7% |
| Participant deferral / active EE | $7,518 | $4,673+60.9% | $4,276+75.8% | $6,341+18.5% |
| Admin fee / account holder | $23,377 | $6,753+246.2% | $5,949+292.9% | $12,309+89.9% |