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 | $114,122 | $149,679-23.8% | $117,039-2.5% | $147,584-22.7% |
| Participation rate | 75.0% | 83.5%-8.5pp | 77.2%-2.2pp | 82.8%-7.8pp |
| Annual return | 13.43% | 19.31%-5.9pp | 18.95%-5.5pp | 578.55%-565.1pp |
| Employer contribution / active EE | $1,368 | $4,937-72.3% | $3,785-63.9% | $4,876-71.9% |
| Participant deferral / active EE | $1,574 | $4,912-68.0% | $3,929-60.0% | $5,439-71.1% |
| Admin fee / account holder | $3,695 | $7,856-53.0% | $5,974-38.1% | $10,885-66.1% |