Filed March 15, 2006 (most recent of 2 filings on file)
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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $81,299 | $46,869+73.5% | $122,332-33.5% | $70,131+15.9% |
| Participation rate | 100.0% | 58.2%+41.8pp | 71.6%+28.4pp | 69.5%+30.5pp |
| Annual return | 12.30% | 24.22%-11.9pp | 30.27%-18.0pp | 73.14%-60.8pp |
| Employer contribution / active EE | $68 | $1,288-94.7% | $4,050-98.3% | $2,342-97.1% |
| Participant deferral / active EE | $3,382 | $2,166+56.1% | $3,287+2.9% | $3,332+1.5% |
| Admin fee / account holder | $5,977 | $3,322+79.9% | $5,478+9.1% | $4,645+28.7% |