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 | $75,653 | $102,317-26.1% | $146,958-48.5% | $80,856-6.4% |
| Participation rate | 81.1% | 75.8%+5.3pp | 82.2%-1.0pp | 67.6%+13.5pp |
| Annual return | 17.62% | 134.76%-117.1pp | 418.34%-400.7pp | 35.59%-18.0pp |
| Employer contribution / active EE | $5,175 | $3,713+39.4% | $4,933+4.9% | $2,755+87.9% |
| Participant deferral / active EE | $3,701 | $6,644-44.3% | $8,070-54.1% | $4,296-13.8% |
| Admin fee / account holder | $1,769 | $7,941-77.7% | $12,998-86.4% | $6,918-74.4% |