Filed February 21, 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 | $211,990 | $209,832+1.0% | $189,513+11.9% | $167,490+26.6% |
| Participation rate | 75.0% | 88.7%-13.7pp | 87.8%-12.8pp | 82.1%-7.1pp |
| Annual return | 18.25% | 748.27%-730.0pp | 555.15%-536.9pp | 478.56%-460.3pp |
| Employer contribution / active EE | $3,274 | $6,914-52.6% | $6,162-46.9% | $4,837-32.3% |
| Participant deferral / active EE | $10,973 | $8,935+22.8% | $8,221+33.5% | $6,341+73.0% |
| Admin fee / account holder | $1,189 | $14,293-91.7% | $12,045-90.1% | $12,309-90.3% |