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).
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $261,374 | $201,272+29.9% | $184,203+41.9% | $145,922+79.1% |
| Participation rate | 83.3% | 87.5%-4.2pp | 86.8%-3.5pp | 80.3%+3.1pp |
| Annual return | 10.30% | 29.00%-18.7pp | 28.81%-18.5pp | 561.29%-551.0pp |
| Employer contribution / active EE | $12,948 | $7,022+84.4% | $6,427+101.5% | $4,660+177.9% |
| Participant deferral / active EE | $7,233 | $9,806-26.2% | $9,131-20.8% | $6,688+8.2% |
| Admin fee / account holder | $451 | $16,364-97.2% | $13,901-96.8% | $13,397-96.6% |