Filed March 17, 2005 (most recent of 2 filings on file)
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 | $55,219 | $157,256-64.9% | $141,162-60.9% | $152,861-63.9% |
| Participation rate | 75.0% | 84.8%-9.8pp | 82.5%-7.5pp | 82.4%-7.4pp |
| Annual return | 19.72% | 64.32%-44.6pp | 71.39%-51.7pp | 345.32%-325.6pp |
| Employer contribution / active EE | $1,520 | $5,261-71.1% | $4,735-67.9% | $4,762-68.1% |
| Participant deferral / active EE | $5,038 | $7,109-29.1% | $6,709-24.9% | $5,850-13.9% |
| Admin fee / account holder | $13,548 | $12,120+11.8% | $10,261+32.0% | $11,596+16.8% |