Filed February 25, 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 | $134,978 | $53,516+152.2% | $126,539+6.7% | $84,808+59.2% |
| Participation rate | 100.0% | 58.2%+41.8pp | 69.8%+30.2pp | 68.3%+31.7pp |
| Annual return | 12.60% | 58.34%-45.7pp | 425.95%-413.3pp | 40.90%-28.3pp |
| Employer contribution / active EE | $3,483 | $1,535+126.9% | $3,674-5.2% | $2,631+32.4% |
| Participant deferral / active EE | $4,891 | $2,671+83.1% | $4,083+19.8% | $4,212+16.1% |
| Admin fee / account holder | $9,549 | $4,497+112.4% | $6,065+57.5% | $7,344+30.0% |