Filed February 1, 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 | $38,725 | $63,355-38.9% | $91,989-57.9% | $72,985-46.9% |
| Participation rate | 100.0% | 72.5%+27.5pp | 78.6%+21.4pp | 69.5%+30.5pp |
| Annual return | 21.17% | 35.35%-14.2pp | 69.02%-47.8pp | 81.00%-59.8pp |
| Employer contribution / active EE | $1,948 | $2,116-7.9% | $3,452-43.6% | $2,440-20.2% |
| Participant deferral / active EE | $5,312 | $4,883+8.8% | $5,923-10.3% | $3,607+47.2% |
| Admin fee / account holder | $390 | $4,668-91.6% | $7,743-95.0% | $5,124-92.4% |