Filed January 23, 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 | $75,854 | $77,634-2.3% | $156,549-51.5% | $62,891+20.6% |
| Participation rate | 86.1% | 71.2%+14.9pp | 84.0%+2.1pp | 69.3%+16.8pp |
| Annual return | 6.75% | 50.32%-43.6pp | 32.23%-25.5pp | 20.14%-13.4pp |
| Employer contribution / active EE | $2,133 | $3,444-38.1% | $5,501-61.2% | $2,281-6.5% |
| Participant deferral / active EE | $3,398 | $3,045+11.6% | $4,871-30.2% | $3,203+6.1% |
| Admin fee / account holder | $2,441 | $5,561-56.1% | $13,027-81.3% | $4,296-43.2% |