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 | $76,089 | $78,422-3.0% | $95,952-20.7% | $79,858-4.7% |
| Participation rate | 95.7% | 73.5%+22.2pp | 77.1%+18.6pp | 69.6%+26.0pp |
| Annual return | -5.25% | 19.37%-24.6pp | 91.61%-96.9pp | 31.71%-37.0pp |
| Employer contribution / active EE | $1,039 | $1,945-46.6% | $2,541-59.1% | $2,471-58.0% |
| Participant deferral / active EE | $3,725 | $3,440+8.3% | $4,167-10.6% | $3,740-0.4% |
| Admin fee / account holder | $5,110 | $5,622-9.1% | $6,795-24.8% | $5,306-3.7% |