Filed January 23, 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 9-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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $50,995 | $71,192-28.4% | $117,854-56.7% | $62,292-18.1% |
| Participation rate | 71.1% | 74.2%-3.2pp | 79.7%-8.6pp | 69.5%+1.5pp |
| Annual return | 25.69% | 18.66%+7.0pp | 335.08%-309.4pp | 28.90%-3.2pp |
| Employer contribution / active EE | $347 | $1,934-82.1% | $3,786-90.8% | $2,042-83.0% |
| Participant deferral / active EE | $2,504 | $3,189-21.5% | $4,482-44.1% | $3,169-21.0% |
| Admin fee / account holder | $600 | $587+2.2% | $8,020-92.5% | $479+25.2% |