Filed February 22, 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 | $37,137 | $41,377-10.2% | $109,313-66.0% | $62,891-41.0% |
| Participation rate | 80.4% | 57.5%+22.9pp | 71.3%+9.1pp | 69.3%+11.1pp |
| Annual return | 8.30% | 11.05%-2.7pp | 22.07%-13.8pp | 20.14%-11.8pp |
| Employer contribution / active EE | $1,867 | $1,276+46.3% | $3,892-52.0% | $2,281-18.1% |
| Participant deferral / active EE | $5,072 | $2,045+148.0% | $3,166+60.2% | $3,203+58.4% |
| Admin fee / account holder | $16,772 | $2,884+481.6% | $5,666+196.0% | $4,296+290.5% |