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).
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $281,044 | $214,378+31.1% | $200,582+40.1% | $142,382+97.4% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 13.38% | 46.41%-33.0pp | 42.33%-29.0pp | 217.08%-203.7pp |
| Employer contribution / active EE | $5,951 | $6,841-13.0% | $6,419-7.3% | $4,299+38.4% |
| Participant deferral / active EE | $23,330 | $9,865+136.5% | $9,331+150.0% | $6,507+258.5% |
| Admin fee / account holder | $85,042 | $17,692+380.7% | $16,305+421.6% | $12,624+573.7% |