Filed February 24, 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 | $33,050 | $71,192-53.6% | $117,854-72.0% | $62,292-46.9% |
| Participation rate | 77.5% | 74.2%+3.2pp | 79.7%-2.2pp | 69.5%+7.9pp |
| Annual return | 26.81% | 18.66%+8.2pp | 335.08%-308.3pp | 28.90%-2.1pp |
| Employer contribution / active EE | $808 | $1,934-58.2% | $3,786-78.7% | $2,042-60.4% |
| Participant deferral / active EE | $2,051 | $3,189-35.7% | $4,482-54.2% | $3,169-35.3% |
| Admin fee / account holder | $1,778 | $587+202.7% | $8,020-77.8% | $479+270.8% |