Filed March 5, 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 | $67,810 | $78,705-13.8% | $117,854-42.5% | $70,131-3.3% |
| Participation rate | 95.0% | 73.2%+21.8pp | 79.7%+15.3pp | 69.5%+25.5pp |
| Annual return | 25.15% | 23.30%+1.8pp | 335.08%-309.9pp | 73.14%-48.0pp |
| Employer contribution / active EE | $679 | $2,223-69.4% | $3,786-82.1% | $2,342-71.0% |
| Participant deferral / active EE | $5,072 | $3,297+53.8% | $4,482+13.2% | $3,332+52.2% |
| Admin fee / account holder | $972 | $5,065-80.8% | $8,020-87.9% | $4,645-79.1% |