Filed January 31, 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 | $89,890 | $144,119-37.6% | $117,854-23.7% | $147,584-39.1% |
| Participation rate | 90.0% | 83.4%+6.6pp | 79.7%+10.3pp | 82.8%+7.2pp |
| Annual return | 20.56% | 531.15%-510.6pp | 335.08%-314.5pp | 578.55%-558.0pp |
| Employer contribution / active EE | $2,352 | $4,896-52.0% | $3,786-37.9% | $4,876-51.8% |
| Participant deferral / active EE | $3,489 | $5,316-34.4% | $4,482-22.2% | $5,439-35.9% |
| Admin fee / account holder | $5,413 | $10,886-50.3% | $8,020-32.5% | $10,885-50.3% |