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 | $74,062 | $98,750-25.0% | $149,696-50.5% | $79,858-7.3% |
| Participation rate | 92.1% | 75.8%+16.3pp | 82.5%+9.6pp | 69.6%+22.5pp |
| Annual return | 16.26% | 27.43%-11.2pp | 276.60%-260.3pp | 31.71%-15.5pp |
| Employer contribution / active EE | $2,469 | $3,216-23.2% | $4,644-46.8% | $2,471-0.1% |
| Participant deferral / active EE | $5,217 | $5,680-8.2% | $6,842-23.7% | $3,740+39.5% |
| Admin fee / account holder | $13,176 | $6,053+117.7% | $9,309+41.5% | $5,306+148.3% |