Filed February 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).
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $282,801 | $96,305+193.7% | $80,569+251.0% | $139,434+102.8% |
| Participation rate | 100.0% | 73.6%+26.4pp | 67.0%+33.0pp | 80.3%+19.7pp |
| Annual return | 15.13% | 1350.08%-1335.0pp | 935.43%-920.3pp | 372.94%-357.8pp |
| Employer contribution / active EE | $4,697 | $3,262+44.0% | $2,723+72.5% | $4,751-1.1% |
| Participant deferral / active EE | $7,127 | $5,232+36.2% | $4,447+60.3% | $6,710+6.2% |
| Admin fee / account holder | $1,755 | $6,599-73.4% | $5,377-67.4% | $11,403-84.6% |