Filed March 31, 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 | $76,212 | $54,762+39.2% | $90,281-15.6% | $72,985+4.4% |
| Participation rate | 93.8% | 65.1%+28.6pp | 73.3%+20.5pp | 69.5%+24.3pp |
| Annual return | 18.17% | 30.63%-12.5pp | 78.10%-59.9pp | 81.00%-62.8pp |
| Employer contribution / active EE | $3,850 | $2,092+84.0% | $2,854+34.9% | $2,440+57.8% |
| Participant deferral / active EE | $7,263 | $2,887+151.6% | $3,885+86.9% | $3,607+101.3% |
| Admin fee / account holder | $12,135 | $3,972+205.5% | $5,351+126.8% | $5,124+136.8% |