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.)
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 | $37,123 | $96,635-61.6% | $86,612-57.1% | $139,434-73.4% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 29.74% | 106.41%-76.7pp | 591.07%-561.3pp | 372.94%-343.2pp |
| Employer contribution / active EE | $2,504 | $3,263-23.3% | $3,022-17.2% | $4,751-47.3% |
| Participant deferral / active EE | $3,608 | $4,836-25.4% | $4,438-18.7% | $6,710-46.2% |
| Admin fee / account holder | $4,506 | $6,408-29.7% | $5,614-19.7% | $11,403-60.5% |