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 | $146,267+3.3% | $197,124-23.4% | $82,448+83.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 86.7%+13.3pp | 68.1%+31.9pp |
| Annual return | 13.90% | 29.61%-15.7pp | 44.34%-30.4pp | 41.64%-27.7pp |
| Employer contribution / active EE | $3,219 | $4,723-31.8% | $6,227-48.3% | $2,551+26.2% |
| Participant deferral / active EE | $3,540 | $7,035-49.7% | $9,135-61.2% | $4,139-14.5% |
| Admin fee / account holder | $23,828 | $14,422+65.2% | $16,298+46.2% | $7,234+229.4% |