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 | $156,052 | $78,422+99.0% | $95,952+62.6% | $79,858+95.4% |
| Participation rate | 89.8% | 73.5%+16.3pp | 77.1%+12.7pp | 69.6%+20.2pp |
| Annual return | 22.10% | 19.37%+2.7pp | 91.61%-69.5pp | 31.71%-9.6pp |
| Employer contribution / active EE | $1,020 | $1,945-47.5% | $2,541-59.8% | $2,471-58.7% |
| Participant deferral / active EE | $2,350 | $3,440-31.7% | $4,167-43.6% | $3,740-37.2% |
| Admin fee / account holder | $4,616 | $5,622-17.9% | $6,795-32.1% | $5,306-13.0% |