Filed November 29, 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 | $198,774 | $104,974+89.4% | $95,585+108.0% | $142,382+39.6% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 18.53% | 210.33%-191.8pp | 38.56%-20.0pp | 217.08%-198.5pp |
| Employer contribution / active EE | $8,408 | $2,779+202.6% | $2,527+232.8% | $4,299+95.6% |
| Participant deferral / active EE | $13,997 | $4,352+221.6% | $4,023+248.0% | $6,507+115.1% |
| Admin fee / account holder | $5,559 | $6,386-12.9% | $6,127-9.3% | $12,624-56.0% |