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 | $76,086 | $117,983-35.5% | $101,794-25.3% | $142,382-46.6% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.2%+30.8pp | 80.1%+19.9pp |
| Annual return | 14.34% | 36.92%-22.6pp | 30.53%-16.2pp | 217.08%-202.7pp |
| Employer contribution / active EE | $3,465 | $2,773+25.0% | $2,289+51.4% | $4,299-19.4% |
| Participant deferral / active EE | $15,409 | $4,714+226.9% | $4,084+277.3% | $6,507+136.8% |
| Admin fee / account holder | $4,960 | $10,433-52.5% | $8,777-43.5% | $12,624-60.7% |