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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $43,660 | $165,335-73.6% | $149,696-70.8% | $158,922-72.5% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 3.96% | 348.15%-344.2pp | 276.60%-272.6pp | 302.83%-298.9pp |
| Employer contribution / active EE | $2,959 | $5,103-42.0% | $4,644-36.3% | $4,761-37.9% |
| Participant deferral / active EE | $7,668 | $7,181+6.8% | $6,842+12.1% | $5,982+28.2% |
| Admin fee / account holder | $688 | $10,807-93.6% | $9,309-92.6% | $11,246-93.9% |