Filed January 30, 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 4-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 | $29,972 | $53,516-44.0% | $126,539-76.3% | $84,808-64.7% |
| Participation rate | 77.4% | 58.2%+19.2pp | 69.8%+7.6pp | 68.3%+9.1pp |
| Annual return | 20.71% | 58.34%-37.6pp | 425.95%-405.2pp | 40.90%-20.2pp |
| Employer contribution / active EE | $1,985 | $1,535+29.3% | $3,674-46.0% | $2,631-24.6% |
| Participant deferral / active EE | $2,785 | $2,671+4.3% | $4,083-31.8% | $4,212-33.9% |
| Admin fee / account holder | $955 | $4,497-78.8% | $6,065-84.3% | $7,344-87.0% |