Filed January 6, 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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $42,591 | $94,529-54.9% | $140,016-69.6% | $64,186-33.6% |
| Participation rate | 94.2% | 84.1%+10.1pp | 87.5%+6.7pp | 69.6%+24.7pp |
| Annual return | -2.97% | 7.77%-10.7pp | 651.12%-654.1pp | 7.63%-10.6pp |
| Employer contribution / active EE | $891 | $3,812-76.6% | $5,606-84.1% | $2,381-62.6% |
| Participant deferral / active EE | $3,246 | $5,250-38.2% | $6,927-53.1% | $3,470-6.4% |
| Admin fee / account holder | $1,532 | $6,741-77.3% | $10,705-85.7% | $4,888-68.7% |