Filed January 30, 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 | $219,775 | $93,346+135.4% | $71,796+206.1% | $273,961-19.8% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.1%+30.9pp | 83.0%+17.0pp |
| Annual return | 4.00% | 130.39%-126.4pp | 78.04%-74.0pp | 41.45%-37.5pp |
| Employer contribution / active EE | $1,239 | $2,733-54.7% | $1,924-35.6% | $4,869-74.6% |
| Participant deferral / active EE | $5,115 | $3,475+47.2% | $2,794+83.0% | $5,287-3.3% |
| Admin fee / account holder | $10,170 | $6,571+54.8% | $4,815+111.2% | $10,132+0.4% |