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 | $422,662 | $100,773+319.4% | $88,946+375.2% | $142,382+196.9% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.8%+31.2pp | 80.1%+19.9pp |
| Annual return | 12.09% | 70.18%-58.1pp | 57.82%-45.7pp | 217.08%-205.0pp |
| Employer contribution / active EE | $7,624 | $2,918+161.3% | $2,555+198.4% | $4,299+77.3% |
| Participant deferral / active EE | $6,264 | $5,230+19.8% | $4,581+36.7% | $6,507-3.7% |
| Admin fee / account holder | $1,802 | $9,693-81.4% | $8,261-78.2% | $12,624-85.7% |