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 | $62,757 | $101,724-38.3% | $164,813-61.9% | $80,856-22.4% |
| Participation rate | 74.1% | 71.8%+2.2pp | 78.6%-4.5pp | 67.6%+6.4pp |
| Annual return | 13.13% | 16.72%-3.6pp | 69.93%-56.8pp | 35.59%-22.5pp |
| Employer contribution / active EE | $1,473 | $2,953-50.1% | $4,341-66.1% | $2,755-46.5% |
| Participant deferral / active EE | $2,171 | $4,477-51.5% | $6,031-64.0% | $4,296-49.5% |
| Admin fee / account holder | $13,081 | $8,227+59.0% | $12,690+3.1% | $6,918+89.1% |