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 | $81,373 | $136,307-40.3% | $106,619-23.7% | $273,961-70.3% |
| Participation rate | 78.6% | 84.8%-6.2pp | 78.0%+0.6pp | 83.0%-4.4pp |
| Annual return | 6.00% | 11.05%-5.0pp | 9.42%-3.4pp | 41.45%-35.5pp |
| Employer contribution / active EE | $1,277 | $5,190-75.4% | $3,947-67.6% | $4,869-73.8% |
| Participant deferral / active EE | $1,389 | $4,969-72.1% | $3,930-64.7% | $5,287-73.7% |
| Admin fee / account holder | $862 | $8,625-90.0% | $6,418-86.6% | $10,132-91.5% |