Filed January 25, 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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $21,698 | $57,065-62.0% | $75,670-71.3% | $70,131-69.1% |
| Participation rate | 72.5% | 68.1%+4.4pp | 72.3%+0.2pp | 69.5%+3.0pp |
| Annual return | 18.44% | 23.57%-5.1pp | 27.34%-8.9pp | 73.14%-54.7pp |
| Employer contribution / active EE | $177 | $1,817-90.3% | $2,352-92.5% | $2,342-92.4% |
| Participant deferral / active EE | $1,770 | $2,580-31.4% | $3,142-43.7% | $3,332-46.9% |
| Admin fee / account holder | $4,179 | $3,825+9.2% | $5,800-28.0% | $4,645-10.0% |