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 | $54,705+8.3% | $71,209-16.8% | $84,808-30.1% |
| Participation rate | 71.7% | 64.1%+7.7pp | 73.8%-2.0pp | 68.3%+3.4pp |
| Annual return | 17.41% | 35.90%-18.5pp | 282.51%-265.1pp | 40.90%-23.5pp |
| Employer contribution / active EE | $3,256 | $2,158+50.9% | $2,721+19.7% | $2,631+23.7% |
| Participant deferral / active EE | $4,143 | $3,030+36.7% | $4,175-0.8% | $4,212-1.6% |
| Admin fee / account holder | $9,447 | $4,863+94.3% | $5,349+76.6% | $7,344+28.6% |