Filed January 6, 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 | $85,079 | $57,354+48.3% | $83,848+1.5% | $64,186+32.6% |
| Participation rate | 100.0% | 68.6%+31.4pp | 76.1%+23.9pp | 69.6%+30.4pp |
| Annual return | 5.56% | 11.38%-5.8pp | 850.88%-845.3pp | 7.63%-2.1pp |
| Employer contribution / active EE | $2,032 | $2,545-20.2% | $3,631-44.0% | $2,381-14.7% |
| Participant deferral / active EE | $5,188 | $2,993+73.3% | $4,082+27.1% | $3,470+49.5% |
| Admin fee / account holder | $1,473 | $4,046-63.6% | $5,478-73.1% | $4,888-69.9% |