Filed January 14, 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 8-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 | $59,254 | $51,638+14.8% | $68,368-13.3% | $82,448-28.1% |
| Participation rate | 71.7% | 63.6%+8.1pp | 73.8%-2.0pp | 68.1%+3.7pp |
| Annual return | 17.41% | 37.53%-20.1pp | 292.57%-275.2pp | 41.64%-24.2pp |
| Employer contribution / active EE | $3,256 | $2,047+59.1% | $2,649+22.9% | $2,551+27.6% |
| Participant deferral / active EE | $4,143 | $2,914+42.2% | $4,123+0.5% | $4,139+0.1% |
| Admin fee / account holder | $9,447 | $4,643+103.5% | $5,150+83.5% | $7,234+30.6% |