Filed December 10, 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 | $91,196 | $54,541+67.2% | $78,778+15.8% | $70,131+30.0% |
| Participation rate | 70.5% | 60.8%+9.7pp | 69.2%+1.3pp | 69.5%+0.9pp |
| Annual return | 18.83% | 21.07%-2.2pp | 35.62%-16.8pp | 73.14%-54.3pp |
| Employer contribution / active EE | $986 | $1,089-9.4% | $1,986-50.3% | $2,342-57.9% |
| Participant deferral / active EE | $4,774 | $2,210+116.0% | $2,958+61.4% | $3,332+43.3% |
| Admin fee / account holder | $1,542 | $3,709-58.4% | $5,134-70.0% | $4,645-66.8% |