Filed January 31, 2006
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 | $67,481 | $85,766-21.3% | $136,294-50.5% | $70,131-3.8% |
| Participation rate | 87.1% | 74.2%+12.9pp | 81.9%+5.2pp | 69.5%+17.6pp |
| Annual return | 16.37% | 31.45%-15.1pp | 5155.94%-5139.6pp | 73.14%-56.8pp |
| Employer contribution / active EE | $2,517 | $2,966-15.2% | $4,695-46.4% | $2,342+7.4% |
| Participant deferral / active EE | $4,730 | $5,051-6.4% | $6,247-24.3% | $3,332+42.0% |
| Admin fee / account holder | $2,574 | $5,420-52.5% | $9,243-72.2% | $4,645-44.6% |