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 | $167,151 | $54,705+205.5% | $71,209+134.7% | $84,808+97.1% |
| Participation rate | 96.8% | 64.1%+32.7pp | 73.8%+23.0pp | 68.3%+28.5pp |
| Annual return | 14.92% | 35.90%-21.0pp | 282.51%-267.6pp | 40.90%-26.0pp |
| Employer contribution / active EE | $5,778 | $2,158+167.8% | $2,721+112.4% | $2,631+119.6% |
| Participant deferral / active EE | $11,939 | $3,030+294.0% | $4,175+185.9% | $4,212+183.5% |
| Admin fee / account holder | $981 | $4,863-79.8% | $5,349-81.7% | $7,344-86.6% |