Filed March 15, 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 | $78,080 | $62,586+24.8% | $76,768+1.7% | $64,186+21.6% |
| Participation rate | 97.9% | 72.8%+25.1pp | 77.0%+21.0pp | 69.6%+28.3pp |
| Annual return | 13.03% | -1.95%+15.0pp | 2.43%+10.6pp | 7.63%+5.4pp |
| Employer contribution / active EE | $1,940 | $1,832+5.9% | $2,485-22.0% | $2,381-18.5% |
| Participant deferral / active EE | $3,362 | $3,145+6.9% | $3,852-12.7% | $3,470-3.1% |
| Admin fee / account holder | $3,646 | $4,667-21.9% | $6,675-45.4% | $4,888-25.4% |