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 9-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 | $49,504 | $57,828-14.4% | $117,039-57.7% | $70,131-29.4% |
| Participation rate | 95.2% | 67.1%+28.1pp | 77.2%+18.1pp | 69.5%+25.7pp |
| Annual return | 12.39% | 17.55%-5.2pp | 18.95%-6.6pp | 73.14%-60.8pp |
| Employer contribution / active EE | $3,121 | $1,816+71.9% | $3,785-17.5% | $2,342+33.2% |
| Participant deferral / active EE | $2,170 | $2,438-11.0% | $3,929-44.8% | $3,332-34.9% |
| Admin fee / account holder | $331 | $3,548-90.7% | $5,974-94.5% | $4,645-92.9% |