Filed August 5, 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 | $142,195 | $109,817+29.5% | $98,442+44.4% | $167,490-15.1% |
| Participation rate | 95.8% | 75.8%+20.0pp | 73.3%+22.5pp | 82.1%+13.7pp |
| Annual return | 10.57% | 1956.69%-1946.1pp | 1492.73%-1482.2pp | 478.56%-468.0pp |
| Employer contribution / active EE | $11,870 | $3,224+268.2% | $2,960+301.0% | $4,837+145.4% |
| Participant deferral / active EE | $0 | $4,673-100.0% | $4,276-100.0% | $6,341-100.0% |
| Admin fee / account holder | $12,512 | $6,753+85.3% | $5,949+110.3% | $12,309+1.6% |