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 | $201,164 | $106,515+88.9% | $96,683+108.1% | $139,434+44.3% |
| Participation rate | 90.0% | 77.8%+12.2pp | 74.3%+15.7pp | 80.3%+9.7pp |
| Annual return | 18.76% | 38.43%-19.7pp | 35.69%-16.9pp | 372.94%-354.2pp |
| Employer contribution / active EE | $1,673 | $4,103-59.2% | $3,737-55.2% | $4,751-64.8% |
| Participant deferral / active EE | $2,867 | $5,454-47.4% | $4,878-41.2% | $6,710-57.3% |
| Admin fee / account holder | $1,630 | $7,877-79.3% | $6,730-75.8% | $11,403-85.7% |