Filed March 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 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.
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 | $225,981 | $176,056+28.4% | $159,436+41.7% | $167,490+34.9% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 13.56% | 331.75%-318.2pp | 263.57%-250.0pp | 478.56%-465.0pp |
| Employer contribution / active EE | $12,924 | $5,297+144.0% | $4,829+167.6% | $4,837+167.2% |
| Participant deferral / active EE | $13,881 | $7,750+79.1% | $7,352+88.8% | $6,341+118.9% |
| Admin fee / account holder | $1,269 | $12,554-89.9% | $10,799-88.3% | $12,309-89.7% |