Filed March 21, 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 | $45,093 | $53,127-15.1% | $86,590-47.9% | $70,131-35.7% |
| Participation rate | 85.0% | 65.3%+19.7pp | 73.5%+11.5pp | 69.5%+15.5pp |
| Annual return | 15.87% | 27.66%-11.8pp | 964.84%-949.0pp | 73.14%-57.3pp |
| Employer contribution / active EE | $2,859 | $2,068+38.2% | $2,839+0.7% | $2,342+22.1% |
| Participant deferral / active EE | $4,474 | $2,696+66.0% | $3,609+24.0% | $3,332+34.3% |
| Admin fee / account holder | $425 | $3,585-88.1% | $4,906-91.3% | $4,645-90.8% |