Filed May 8, 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 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 | $100,784 | $60,349+67.0% | $74,183+35.9% | $62,891+60.3% |
| Participation rate | 74.4% | 72.7%+1.6pp | 76.6%-2.3pp | 69.3%+5.1pp |
| Annual return | 8.88% | 21.37%-12.5pp | 17.74%-8.9pp | 20.14%-11.3pp |
| Employer contribution / active EE | $1,234 | $1,680-26.5% | $2,370-47.9% | $2,281-45.9% |
| Participant deferral / active EE | $1,591 | $2,856-44.3% | $3,550-55.2% | $3,203-50.3% |
| Admin fee / account holder | $2,728 | $4,261-36.0% | $5,586-51.2% | $4,296-36.5% |