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 | $48,471 | $57,281-15.4% | $86,612-44.0% | $75,163-35.5% |
| Participation rate | 75.0% | 63.2%+11.8pp | 71.7%+3.3pp | 67.2%+7.8pp |
| Annual return | 20.30% | 2670.75%-2650.4pp | 591.07%-570.8pp | 160.62%-140.3pp |
| Employer contribution / active EE | $1,446 | $2,314-37.5% | $3,022-52.2% | $2,670-45.8% |
| Participant deferral / active EE | $4,306 | $3,318+29.8% | $4,438-3.0% | $4,125+4.4% |
| Admin fee / account holder | $2,738 | $4,112-33.4% | $5,614-51.2% | $5,651-51.6% |