Filed January 23, 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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $112,871 | $76,552+47.4% | $123,892-8.9% | $62,891+79.5% |
| Participation rate | 93.3% | 73.0%+20.4pp | 81.4%+11.9pp | 69.3%+24.0pp |
| Annual return | 5.47% | 18.68%-13.2pp | 47.52%-42.0pp | 20.14%-14.7pp |
| Employer contribution / active EE | $2,752 | $2,883-4.5% | $4,617-40.4% | $2,281+20.7% |
| Participant deferral / active EE | $6,885 | $4,840+42.3% | $5,984+15.1% | $3,203+115.0% |
| Admin fee / account holder | $6,966 | $4,826+44.3% | $8,357-16.6% | $4,296+62.2% |