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 | $107,999 | $71,883+50.2% | $86,677+24.6% | $68,494+57.7% |
| Participation rate | 91.1% | 72.2%+18.9pp | 76.6%+14.5pp | 67.9%+23.2pp |
| Annual return | 4.81% | 3.52%+1.3pp | 35.91%-31.1pp | -7.84%+12.7pp |
| Employer contribution / active EE | $1,042 | $2,173-52.0% | $2,836-63.3% | $2,596-59.9% |
| Participant deferral / active EE | $3,626 | $3,779-4.0% | $4,656-22.1% | $4,027-10.0% |
| Admin fee / account holder | $7,197 | $6,112+17.8% | $7,493-3.9% | $5,403+33.2% |