Filed July 16, 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 | $47,903 | $48,364-1.0% | $71,796-33.3% | $62,891-23.8% |
| Participation rate | 100.0% | 60.6%+39.4pp | 69.1%+30.9pp | 69.3%+30.7pp |
| Annual return | 11.17% | 13.16%-2.0pp | 78.04%-66.9pp | 20.14%-9.0pp |
| Employer contribution / active EE | $1,946 | $1,042+86.8% | $1,924+1.1% | $2,281-14.7% |
| Participant deferral / active EE | $4,243 | $2,091+102.9% | $2,794+51.8% | $3,203+32.5% |
| Admin fee / account holder | $3,138 | $3,771-16.8% | $4,815-34.8% | $4,296-26.9% |