Filed February 2, 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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $67,629 | $62,672+7.9% | $185,117-63.5% | $70,131-3.6% |
| Participation rate | 100.0% | 63.8%+36.2pp | 77.3%+22.7pp | 69.5%+30.5pp |
| Annual return | 13.08% | 40.79%-27.7pp | 40.50%-27.4pp | 73.14%-60.1pp |
| Employer contribution / active EE | $1,813 | $1,753+3.4% | $4,182-56.6% | $2,342-22.6% |
| Participant deferral / active EE | $5,284 | $3,272+61.5% | $5,045+4.7% | $3,332+58.6% |
| Admin fee / account holder | $3,740 | $3,932-4.9% | $8,159-54.2% | $4,645-19.5% |