Filed February 14, 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 | $52,475 | $45,035+16.5% | $62,995-16.7% | $70,131-25.2% |
| Participation rate | 96.5% | 69.5%+27.0pp | 74.8%+21.7pp | 69.5%+27.0pp |
| Annual return | 25.77% | 18.76%+7.0pp | 87.57%-61.8pp | 73.14%-47.4pp |
| Employer contribution / active EE | $2,802 | $2,051+36.6% | $2,759+1.6% | $2,342+19.6% |
| Participant deferral / active EE | $6,341 | $2,465+157.3% | $3,329+90.5% | $3,332+90.3% |
| Admin fee / account holder | $1,290 | $2,834-54.5% | $3,600-64.2% | $4,645-72.2% |