Filed January 18, 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 | $98,750 | $51,708+91.0% | $106,619-7.4% | $62,891+57.0% |
| Participation rate | 93.2% | 66.9%+26.3pp | 78.0%+15.2pp | 69.3%+23.9pp |
| Annual return | 8.23% | 4.69%+3.5pp | 9.42%-1.2pp | 20.14%-11.9pp |
| Employer contribution / active EE | $1,507 | $1,764-14.5% | $3,947-61.8% | $2,281-33.9% |
| Participant deferral / active EE | $3,785 | $2,315+63.5% | $3,930-3.7% | $3,203+18.2% |
| Admin fee / account holder | $1,832 | $3,349-45.3% | $6,418-71.5% | $4,296-57.3% |