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).
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $250,148 | $80,717+209.9% | $154,803+61.6% | $84,808+195.0% |
| Participation rate | 88.4% | 66.8%+21.6pp | 78.1%+10.3pp | 68.3%+20.1pp |
| Annual return | 14.45% | 37.96%-23.5pp | 58.88%-44.4pp | 40.90%-26.5pp |
| Employer contribution / active EE | $2,770 | $2,761+0.3% | $4,305-35.7% | $2,631+5.3% |
| Participant deferral / active EE | $6,502 | $3,303+96.8% | $5,540+17.4% | $4,212+54.4% |
| Admin fee / account holder | $7,988 | $6,746+18.4% | $14,329-44.3% | $7,344+8.8% |