Filed March 22, 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 | $25,842 | $55,415-53.4% | $155,509-83.4% | $74,495-65.3% |
| Participation rate | 80.4% | 61.9%+18.5pp | 78.2%+2.2pp | 67.2%+13.2pp |
| Annual return | 15.01% | 268.50%-253.5pp | 64.67%-49.7pp | 1364.94%-1349.9pp |
| Employer contribution / active EE | $882 | $2,267-61.1% | $4,672-81.1% | $2,623-66.4% |
| Participant deferral / active EE | $1,914 | $2,836-32.5% | $5,626-66.0% | $4,346-56.0% |
| Admin fee / account holder | $4,397 | $1,738+152.9% | $15,912-72.4% | $1,942+126.4% |