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 | $71,489 | $123,793-42.3% | $177,821-59.8% | $79,858-10.5% |
| Participation rate | 93.9% | 84.7%+9.2pp | 87.7%+6.2pp | 69.6%+24.2pp |
| Annual return | 21.75% | 22.82%-1.1pp | 48.32%-26.6pp | 31.71%-10.0pp |
| Employer contribution / active EE | $1,047 | $4,095-74.4% | $5,918-82.3% | $2,471-57.6% |
| Participant deferral / active EE | $4,162 | $5,956-30.1% | $7,714-46.0% | $3,740+11.3% |
| Admin fee / account holder | $5,974 | $7,243-17.5% | $12,427-51.9% | $5,306+12.6% |