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 | $119,021 | $152,587-22.0% | $125,175-4.9% | $152,861-22.1% |
| Participation rate | 89.5% | 83.3%+6.1pp | 79.8%+9.7pp | 82.4%+7.0pp |
| Annual return | 25.88% | 54.84%-29.0pp | 43.79%-17.9pp | 345.32%-319.4pp |
| Employer contribution / active EE | $2,637 | $4,946-46.7% | $3,865-31.8% | $4,762-44.6% |
| Participant deferral / active EE | $4,322 | $5,868-26.3% | $4,937-12.5% | $5,850-26.1% |
| Admin fee / account holder | $506 | $13,434-96.2% | $9,702-94.8% | $11,596-95.6% |