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 | $32,996 | $149,734-78.0% | $118,925-72.3% | $158,922-79.2% |
| Participation rate | 73.7% | 82.1%-8.4pp | 75.4%-1.7pp | 82.0%-8.3pp |
| Annual return | 17.64% | 19.95%-2.3pp | 35.88%-18.2pp | 302.83%-285.2pp |
| Employer contribution / active EE | $1,210 | $4,115-70.6% | $3,263-62.9% | $4,761-74.6% |
| Participant deferral / active EE | $2,641 | $5,223-49.4% | $4,265-38.1% | $5,982-55.9% |
| Admin fee / account holder | $351 | $8,603-95.9% | $6,581-94.7% | $11,246-96.9% |