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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $75,252 | $125,758-40.2% | $169,993-55.7% | $75,163+0.1% |
| Participation rate | 98.0% | 83.6%+14.4pp | 87.0%+11.0pp | 67.2%+30.8pp |
| Annual return | 12.88% | 27.20%-14.3pp | 53.37%-40.5pp | 160.62%-147.7pp |
| Employer contribution / active EE | $2,205 | $4,615-52.2% | $6,785-67.5% | $2,670-17.4% |
| Participant deferral / active EE | $4,580 | $6,837-33.0% | $10,408-56.0% | $4,125+11.0% |
| Admin fee / account holder | $936 | $8,173-88.5% | $12,815-92.7% | $5,651-83.4% |