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 | $25,776 | $142,405-81.9% | $115,157-77.6% | $152,861-83.1% |
| Participation rate | 76.5% | 82.4%-5.9pp | 75.9%+0.6pp | 82.4%-6.0pp |
| Annual return | 49.60% | 41.48%+8.1pp | 35.60%+14.0pp | 345.32%-295.7pp |
| Employer contribution / active EE | $1,182 | $4,010-70.5% | $3,179-62.8% | $4,762-75.2% |
| Participant deferral / active EE | $2,633 | $5,164-49.0% | $4,168-36.8% | $5,850-55.0% |
| Admin fee / account holder | $627 | $8,462-92.6% | $7,088-91.1% | $11,596-94.6% |