Filed January 31, 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 | $69,931 | $102,382-31.7% | $147,005-52.4% | $80,874-13.5% |
| Participation rate | 94.7% | 75.8%+18.9pp | 82.2%+12.6pp | 67.6%+27.1pp |
| Annual return | 8.27% | 134.89%-126.6pp | 418.76%-410.5pp | 35.62%-27.3pp |
| Employer contribution / active EE | $1,316 | $3,715-64.6% | $4,934-73.3% | $2,756-52.3% |
| Participant deferral / active EE | $6,681 | $6,646+0.5% | $8,070-17.2% | $4,297+55.5% |
| Admin fee / account holder | $9,281 | $7,942+16.9% | $13,006-28.6% | $6,935+33.8% |