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 | $72,788 | $109,327-33.4% | $89,391-18.6% | $158,922-54.2% |
| Participation rate | 76.2% | 74.3%+1.9pp | 68.0%+8.2pp | 82.0%-5.8pp |
| Annual return | 11.33% | 345.68%-334.3pp | 245.62%-234.3pp | 302.83%-291.5pp |
| Employer contribution / active EE | $0 | $3,170-100.0% | $2,586-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $2,155 | $4,598-53.1% | $3,890-44.6% | $5,982-64.0% |
| Admin fee / account holder | $4,418 | $6,153-28.2% | $4,881-9.5% | $11,246-60.7% |