Filed January 19, 2005 (most recent of 3 filings on file)
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 3-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 | $105,251 | $67,331+56.3% | $60,874+72.9% | $134,475-21.7% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.1%+26.9pp | 81.2%+18.8pp |
| Annual return | -14.90% | 49.93%-64.8pp | 16.90%-31.8pp | 417.96%-432.9pp |
| Employer contribution / active EE | $18,599 | $3,096+500.7% | $2,701+588.5% | $4,740+292.4% |
| Participant deferral / active EE | $14,928 | $4,538+228.9% | $3,817+291.1% | $6,400+133.3% |
| Admin fee / account holder | $3,829 | $4,582-16.4% | $3,224+18.8% | $11,426-66.5% |