Filed February 3, 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 | $114,333 | $54,705+109.0% | $71,209+60.6% | $84,808+34.8% |
| Participation rate | 96.2% | 64.1%+32.1pp | 73.8%+22.4pp | 68.3%+27.8pp |
| Annual return | 17.48% | 35.90%-18.4pp | 282.51%-265.0pp | 40.90%-23.4pp |
| Employer contribution / active EE | $1,616 | $2,158-25.1% | $2,721-40.6% | $2,631-38.6% |
| Participant deferral / active EE | $5,007 | $3,030+65.2% | $4,175+19.9% | $4,212+18.9% |
| Admin fee / account holder | $5,198 | $4,863+6.9% | $5,349-2.8% | $7,344-29.2% |