Filed January 27, 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 | $76,068 | $76,552-0.6% | $123,892-38.6% | $62,891+21.0% |
| Participation rate | 100.0% | 73.0%+27.0pp | 81.4%+18.6pp | 69.3%+30.7pp |
| Annual return | 10.29% | 18.68%-8.4pp | 47.52%-37.2pp | 20.14%-9.9pp |
| Employer contribution / active EE | $2,377 | $2,883-17.5% | $4,617-48.5% | $2,281+4.2% |
| Participant deferral / active EE | $4,537 | $4,840-6.3% | $5,984-24.2% | $3,203+41.7% |
| Admin fee / account holder | $1,523 | $4,826-68.4% | $8,357-81.8% | $4,296-64.5% |