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 | $33,774 | $43,723-22.8% | $121,196-72.1% | $64,186-47.4% |
| Participation rate | 97.0% | 58.3%+38.6pp | 71.7%+25.2pp | 69.6%+27.4pp |
| Annual return | -7.78% | 68.91%-76.7pp | 16.93%-24.7pp | 7.63%-15.4pp |
| Employer contribution / active EE | $2,636 | $1,296+103.4% | $4,022-34.4% | $2,381+10.7% |
| Participant deferral / active EE | $4,919 | $2,280+115.8% | $3,344+47.1% | $3,470+41.8% |
| Admin fee / account holder | $3,115 | $3,501-11.0% | $5,019-37.9% | $4,888-36.3% |