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 | $215,618 | $163,101+32.2% | $136,749+57.7% | $142,382+51.4% |
| Participation rate | 76.9% | 78.2%-1.3pp | 72.1%+4.8pp | 80.1%-3.2pp |
| Annual return | 10.64% | 27.54%-16.9pp | 24.33%-13.7pp | 217.08%-206.4pp |
| Employer contribution / active EE | $1,812 | $4,117-56.0% | $3,400-46.7% | $4,299-57.8% |
| Participant deferral / active EE | $2,691 | $5,585-51.8% | $4,692-42.6% | $6,507-58.6% |
| Admin fee / account holder | $4,641 | $14,318-67.6% | $11,386-59.2% | $12,624-63.2% |