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 | $26,929 | $113,339-76.2% | $94,993-71.7% | $147,584-81.8% |
| Participation rate | 80.0% | 78.0%+2.0pp | 73.9%+6.1pp | 82.8%-2.8pp |
| Annual return | 15.94% | 20.77%-4.8pp | 27.12%-11.2pp | 578.55%-562.6pp |
| Employer contribution / active EE | $2,117 | $3,160-33.0% | $2,603-18.7% | $4,876-56.6% |
| Participant deferral / active EE | $2,117 | $3,777-43.9% | $3,317-36.2% | $5,439-61.1% |
| Admin fee / account holder | $707 | $6,063-88.3% | $4,960-85.7% | $10,885-93.5% |