Filed January 6, 2006 (most recent of 3 filings on file)
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 | $57,247 | $54,541+5.0% | $78,778-27.3% | $70,131-18.4% |
| Participation rate | 70.3% | 60.8%+9.5pp | 69.2%+1.1pp | 69.5%+0.8pp |
| Annual return | 12.57% | 21.07%-8.5pp | 35.62%-23.0pp | 73.14%-60.6pp |
| Employer contribution / active EE | $919 | $1,089-15.6% | $1,986-53.7% | $2,342-60.8% |
| Participant deferral / active EE | $1,952 | $2,210-11.7% | $2,958-34.0% | $3,332-41.4% |
| Admin fee / account holder | $2,226 | $3,709-40.0% | $5,134-56.6% | $4,645-52.1% |