Filed January 6, 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 | $195,511 | $185,822+5.2% | $169,993+15.0% | $139,434+40.2% |
| Participation rate | 90.9% | 87.8%+3.2pp | 87.0%+3.9pp | 80.3%+10.6pp |
| Annual return | 13.78% | 60.50%-46.7pp | 53.37%-39.6pp | 372.94%-359.2pp |
| Employer contribution / active EE | $13,373 | $7,590+76.2% | $6,785+97.1% | $4,751+181.5% |
| Participant deferral / active EE | $7,682 | $11,622-33.9% | $10,408-26.2% | $6,710+14.5% |
| Admin fee / account holder | $25,066 | $15,381+63.0% | $12,815+95.6% | $11,403+119.8% |