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 | $100,047 | $77,634+28.9% | $156,549-36.1% | $62,891+59.1% |
| Participation rate | 70.2% | 71.2%-1.0pp | 84.0%-13.8pp | 69.3%+0.9pp |
| Annual return | 8.08% | 50.32%-42.2pp | 32.23%-24.1pp | 20.14%-12.1pp |
| Employer contribution / active EE | $1,991 | $3,444-42.2% | $5,501-63.8% | $2,281-12.7% |
| Participant deferral / active EE | $3,887 | $3,045+27.6% | $4,871-20.2% | $3,203+21.4% |
| Admin fee / account holder | $7,326 | $5,561+31.7% | $13,027-43.8% | $4,296+70.5% |