Filed January 9, 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.
Participant 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 | $43,316 | $96,557-55.1% | $80,975-46.5% | $273,961-84.2% |
| Participation rate | 80.0% | 79.1%+0.9pp | 75.8%+4.2pp | 83.0%-3.0pp |
| Annual return | 8.27% | 15.14%-6.9pp | 17.10%-8.8pp | 41.45%-33.2pp |
| Employer contribution / active EE | $2,085 | $4,868-57.2% | $3,714-43.9% | $4,869-57.2% |
| Participant deferral / active EE | $1,109 | $6,598-83.2% | $5,696-80.5% | $5,287-79.0% |
| Admin fee / account holder | $638 | $7,492-91.5% | $5,516-88.4% | $10,132-93.7% |