Filed June 7, 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 | $61,411 | $135,952-54.8% | $123,892-50.4% | $273,961-77.6% |
| Participation rate | 90.0% | 84.1%+5.9pp | 81.4%+8.6pp | 83.0%+7.0pp |
| Annual return | 9.98% | 56.63%-46.6pp | 47.52%-37.5pp | 41.45%-31.5pp |
| Employer contribution / active EE | $2,504 | $5,170-51.6% | $4,617-45.8% | $4,869-48.6% |
| Participant deferral / active EE | $3,598 | $6,343-43.3% | $5,984-39.9% | $5,287-31.9% |
| Admin fee / account holder | $730 | $9,817-92.6% | $8,357-91.3% | $10,132-92.8% |