Filed February 21, 2006 (most recent of 2 filings on file)
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 | $104,576 | $62,586+67.1% | $76,768+36.2% | $64,186+62.9% |
| Participation rate | 95.3% | 72.8%+22.5pp | 77.0%+18.4pp | 69.6%+25.8pp |
| Annual return | -3.70% | -1.95%-1.8pp | 2.43%-6.1pp | 7.63%-11.3pp |
| Employer contribution / active EE | $767 | $1,832-58.1% | $2,485-69.1% | $2,381-67.8% |
| Participant deferral / active EE | $3,171 | $3,145+0.8% | $3,852-17.7% | $3,470-8.6% |
| Admin fee / account holder | $1,114 | $4,667-76.1% | $6,675-83.3% | $4,888-77.2% |