Filed December 28, 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 | $151,089 | $148,978+1.4% | $200,582-24.7% | $84,808+78.2% |
| Participation rate | 100.0% | 84.2%+15.8pp | 86.9%+13.1pp | 68.3%+31.7pp |
| Annual return | 13.90% | 28.16%-14.3pp | 42.33%-28.4pp | 40.90%-27.0pp |
| Employer contribution / active EE | $3,219 | $4,815-33.1% | $6,419-49.8% | $2,631+22.4% |
| Participant deferral / active EE | $3,540 | $7,142-50.4% | $9,331-62.1% | $4,212-15.9% |
| Admin fee / account holder | $23,828 | $13,977+70.5% | $16,305+46.1% | $7,344+224.5% |