Filed July 20, 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 | $125,551 | $153,772-18.4% | $133,980-6.3% | $273,961-54.2% |
| Participation rate | 91.7% | 88.4%+3.3pp | 87.1%+4.6pp | 83.0%+8.7pp |
| Annual return | 4.93% | 36.51%-31.6pp | 29.30%-24.4pp | 41.45%-36.5pp |
| Employer contribution / active EE | $4,424 | $6,029-26.6% | $5,211-15.1% | $4,869-9.1% |
| Participant deferral / active EE | $3,370 | $6,958-51.6% | $6,282-46.4% | $5,287-36.3% |
| Admin fee / account holder | $6,088 | $11,765-48.3% | $9,324-34.7% | $10,132-39.9% |