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 | $104,205 | $67,606+54.1% | $82,313+26.6% | $70,131+48.6% |
| Participation rate | 82.9% | 72.8%+10.1pp | 76.9%+6.0pp | 69.5%+13.3pp |
| Annual return | 13.31% | 21.57%-8.3pp | 25.88%-12.6pp | 73.14%-59.8pp |
| Employer contribution / active EE | $1,906 | $1,755+8.6% | $2,428-21.5% | $2,342-18.6% |
| Participant deferral / active EE | $1,880 | $2,987-37.1% | $3,706-49.3% | $3,332-43.6% |
| Admin fee / account holder | $14,052 | $4,512+211.4% | $5,608+150.6% | $4,645+202.5% |