Filed March 15, 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 | $627,964 | $167,484+274.9% | $151,611+314.2% | $134,475+367.0% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | 1.70% | 7.80%-6.1pp | 3.33%-1.6pp | 417.96%-416.3pp |
| Employer contribution / active EE | $16,119 | $6,829+136.0% | $6,166+161.4% | $4,740+240.1% |
| Participant deferral / active EE | $14,158 | $8,986+57.6% | $8,363+69.3% | $6,400+121.2% |
| Admin fee / account holder | $30,249 | $13,783+119.5% | $11,616+160.4% | $11,426+164.7% |