Filed April 4, 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 | $48,972 | $65,409-25.1% | $98,442-50.3% | $85,850-43.0% |
| Participation rate | 90.2% | 65.0%+25.2pp | 73.3%+16.8pp | 69.3%+20.8pp |
| Annual return | 15.85% | 21.76%-5.9pp | 1492.73%-1476.9pp | 318.53%-302.7pp |
| Employer contribution / active EE | $1,501 | $2,168-30.8% | $2,960-49.3% | $2,565-41.5% |
| Participant deferral / active EE | $4,211 | $3,166+33.0% | $4,276-1.5% | $3,952+6.6% |
| Admin fee / account holder | $3,098 | $4,593-32.5% | $5,949-47.9% | $6,260-50.5% |