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 | $41,550 | $48,570-14.5% | $130,648-68.2% | $72,985-43.1% |
| Participation rate | 96.8% | 58.6%+38.2pp | 71.7%+25.0pp | 69.5%+27.3pp |
| Annual return | 25.27% | 38.63%-13.4pp | 1708.96%-1683.7pp | 81.00%-55.7pp |
| Employer contribution / active EE | $3,084 | $1,334+131.2% | $4,092-24.6% | $2,440+26.4% |
| Participant deferral / active EE | $5,826 | $2,384+144.4% | $3,603+61.7% | $3,607+61.5% |
| Admin fee / account holder | $4,127 | $3,549+16.3% | $5,464-24.5% | $5,124-19.5% |