Filed January 23, 2006 (most recent of 2 filings on file)
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 | $51,068 | $79,944-36.1% | $98,439-48.1% | $75,163-32.1% |
| Participation rate | 85.3% | 70.4%+14.9pp | 75.2%+10.1pp | 67.2%+18.1pp |
| Annual return | 17.87% | 19.75%-1.9pp | 21.16%-3.3pp | 160.62%-142.7pp |
| Employer contribution / active EE | $3,186 | $2,264+40.7% | $3,048+4.5% | $2,670+19.3% |
| Participant deferral / active EE | $5,092 | $3,752+35.7% | $4,738+7.5% | $4,125+23.4% |
| Admin fee / account holder | $4,210 | $6,840-38.5% | $8,948-53.0% | $5,651-25.5% |