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 | $73,238 | $77,503-5.5% | $100,391-27.0% | $80,856-9.4% |
| Participation rate | 96.2% | 76.9%+19.2pp | 81.5%+14.7pp | 67.6%+28.5pp |
| Annual return | 12.64% | 37.20%-24.6pp | 49.20%-36.6pp | 35.59%-23.0pp |
| Employer contribution / active EE | $2,294 | $2,801-18.1% | $3,942-41.8% | $2,755-16.7% |
| Participant deferral / active EE | $3,569 | $6,820-47.7% | $8,082-55.8% | $4,296-16.9% |
| Admin fee / account holder | $7,137 | $5,897+21.0% | $7,899-9.7% | $6,918+3.2% |