Filed January 6, 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 | $96,340 | $48,076+100.4% | $78,689+22.4% | $62,891+53.2% |
| Participation rate | 98.1% | 65.2%+32.9pp | 73.6%+24.6pp | 69.3%+28.8pp |
| Annual return | 7.32% | 31.35%-24.0pp | 62.18%-54.9pp | 20.14%-12.8pp |
| Employer contribution / active EE | $8,657 | $2,015+329.7% | $2,851+203.7% | $2,281+279.6% |
| Participant deferral / active EE | $7,682 | $2,588+196.9% | $3,517+118.4% | $3,203+139.8% |
| Admin fee / account holder | $7,838 | $3,207+144.4% | $4,510+73.8% | $4,296+82.5% |