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 | $86,117 | $54,705+57.4% | $71,209+20.9% | $84,808+1.5% |
| Participation rate | 73.0% | 64.1%+8.9pp | 73.8%-0.8pp | 68.3%+4.7pp |
| Annual return | 17.83% | 35.90%-18.1pp | 282.51%-264.7pp | 40.90%-23.1pp |
| Employer contribution / active EE | $2,025 | $2,158-6.1% | $2,721-25.6% | $2,631-23.0% |
| Participant deferral / active EE | $5,323 | $3,030+75.7% | $4,175+27.5% | $4,212+26.4% |
| Admin fee / account holder | $756 | $4,863-84.5% | $5,349-85.9% | $7,344-89.7% |