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 | $55,767 | $53,777+3.7% | $134,143-58.4% | $79,858-30.2% |
| Participation rate | 90.2% | 58.8%+31.4pp | 72.2%+18.0pp | 69.6%+20.6pp |
| Annual return | 20.80% | 19.01%+1.8pp | 36.33%-15.5pp | 31.71%-10.9pp |
| Employer contribution / active EE | $1,724 | $1,321+30.5% | $3,704-53.4% | $2,471-30.2% |
| Participant deferral / active EE | $6,444 | $2,420+166.3% | $3,499+84.2% | $3,740+72.3% |
| Admin fee / account holder | $12,205 | $3,984+206.3% | $6,684+82.6% | $5,306+130.0% |