Filed January 29, 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 | $61,451 | $76,552-19.7% | $123,892-50.4% | $62,891-2.3% |
| Participation rate | 85.7% | 73.0%+12.7pp | 81.4%+4.3pp | 69.3%+16.4pp |
| Annual return | 6.97% | 18.68%-11.7pp | 47.52%-40.5pp | 20.14%-13.2pp |
| Employer contribution / active EE | $1,031 | $2,883-64.2% | $4,617-77.7% | $2,281-54.8% |
| Participant deferral / active EE | $5,449 | $4,840+12.6% | $5,984-8.9% | $3,203+70.1% |
| Admin fee / account holder | $1,256 | $4,826-74.0% | $8,357-85.0% | $4,296-70.8% |