Filed January 14, 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 | $31,940 | $67,411-52.6% | $91,001-64.9% | $70,131-54.5% |
| Participation rate | 71.9% | 71.4%+0.5pp | 75.6%-3.7pp | 69.5%+2.3pp |
| Annual return | 14.53% | -40.16%+54.7pp | 4.60%+9.9pp | 73.14%-58.6pp |
| Employer contribution / active EE | $1,347 | $1,786-24.6% | $2,456-45.2% | $2,342-42.5% |
| Participant deferral / active EE | $3,974 | $2,823+40.8% | $3,547+12.0% | $3,332+19.3% |
| Admin fee / account holder | $1,033 | $4,236-75.6% | $5,417-80.9% | $4,645-77.8% |