Filed April 26, 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 | $112,705 | $176,056-36.0% | $159,436-29.3% | $167,490-32.7% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 27.73% | 331.75%-304.0pp | 263.57%-235.8pp | 478.56%-450.8pp |
| Employer contribution / active EE | $5,876 | $5,297+10.9% | $4,829+21.7% | $4,837+21.5% |
| Participant deferral / active EE | $2,682 | $7,750-65.4% | $7,352-63.5% | $6,341-57.7% |
| Admin fee / account holder | $671 | $12,554-94.7% | $10,799-93.8% | $12,309-94.5% |