Filed December 10, 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.)
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,489 | $92,703-57.4% | $82,719-52.3% | $134,475-70.6% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -21.41% | 944.92%-966.3pp | 701.18%-722.6pp | 417.96%-439.4pp |
| Employer contribution / active EE | $8,839 | $3,274+170.0% | $3,009+193.8% | $4,740+86.5% |
| Participant deferral / active EE | $13,236 | $4,802+175.6% | $4,395+201.2% | $6,400+106.8% |
| Admin fee / account holder | $1,524 | $5,983-74.5% | $5,329-71.4% | $11,426-86.7% |