Filed May 8, 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 | $96,270 | $113,935-15.5% | $94,224+2.2% | $125,391-23.2% |
| Participation rate | 80.0% | 82.9%-2.9pp | 78.8%+1.2pp | 83.2%-3.2pp |
| Annual return | 0.68% | 5.29%-4.6pp | 10.68%-10.0pp | 282.22%-281.5pp |
| Employer contribution / active EE | $3,282 | $4,727-30.6% | $3,587-8.5% | $4,866-32.6% |
| Participant deferral / active EE | $6,846 | $5,179+32.2% | $4,320+58.5% | $5,352+27.9% |
| Admin fee / account holder | $888 | $8,391-89.4% | $6,269-85.8% | $9,540-90.7% |