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 | $123,902 | $52,836+134.5% | $105,738+17.2% | $64,186+93.0% |
| Participation rate | 98.2% | 66.5%+31.7pp | 76.3%+21.9pp | 69.6%+28.6pp |
| Annual return | 9.92% | 14.30%-4.4pp | 6.27%+3.6pp | 7.63%+2.3pp |
| Employer contribution / active EE | $1,701 | $1,827-6.9% | $3,268-48.0% | $2,381-28.6% |
| Participant deferral / active EE | $4,799 | $2,545+88.5% | $4,080+17.6% | $3,470+38.3% |
| Admin fee / account holder | $7,076 | $3,959+78.7% | $6,913+2.4% | $4,888+44.8% |