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.)
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 | $81,002 | $72,492+11.7% | $87,100-7.0% | $72,985+11.0% |
| Participation rate | 95.7% | 72.8%+22.9pp | 76.9%+18.9pp | 69.5%+26.3pp |
| Annual return | 4.15% | 24.46%-20.3pp | 28.19%-24.0pp | 81.00%-76.9pp |
| Employer contribution / active EE | $1,004 | $1,894-47.0% | $2,521-60.2% | $2,440-58.8% |
| Participant deferral / active EE | $3,506 | $3,270+7.2% | $4,049-13.4% | $3,607-2.8% |
| Admin fee / account holder | $3,199 | $5,055-36.7% | $7,497-57.3% | $5,124-37.6% |