Filed March 14, 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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $81,542 | $94,031-13.3% | $115,768-29.6% | $82,448-1.1% |
| Participation rate | 89.5% | 70.4%+19.1pp | 74.4%+15.1pp | 68.1%+21.4pp |
| Annual return | 15.64% | 20.61%-5.0pp | 100.46%-84.8pp | 41.64%-26.0pp |
| Employer contribution / active EE | $644 | $2,323-72.3% | $2,940-78.1% | $2,551-74.7% |
| Participant deferral / active EE | $4,192 | $3,972+5.5% | $4,917-14.7% | $4,139+1.3% |
| Admin fee / account holder | $2,374 | $10,249-76.8% | $12,439-80.9% | $7,234-67.2% |