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.)
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 | $136,679 | $171,865-20.5% | $149,718-8.7% | $147,584-7.4% |
| Participation rate | 95.5% | 88.2%+7.3pp | 87.1%+8.4pp | 82.8%+12.6pp |
| Annual return | 8.77% | 2113.22%-2104.4pp | 1501.63%-1492.9pp | 578.55%-569.8pp |
| Employer contribution / active EE | $4,228 | $6,275-32.6% | $5,445-22.3% | $4,876-13.3% |
| Participant deferral / active EE | $4,087 | $7,271-43.8% | $6,569-37.8% | $5,439-24.8% |
| Admin fee / account holder | $1,181 | $13,799-91.4% | $11,283-89.5% | $10,885-89.1% |