Filed March 9, 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 | $69,963 | $175,202-60.1% | $149,673-53.3% | $139,434-49.8% |
| Participation rate | 81.3% | 83.4%-2.1pp | 78.8%+2.5pp | 80.3%+0.9pp |
| Annual return | 19.02% | 166.71%-147.7pp | 134.42%-115.4pp | 372.94%-353.9pp |
| Employer contribution / active EE | $3,338 | $5,474-39.0% | $4,818-30.7% | $4,751-29.7% |
| Participant deferral / active EE | $7,832 | $6,519+20.1% | $5,680+37.9% | $6,710+16.7% |
| Admin fee / account holder | $1,016 | $16,150-93.7% | $13,210-92.3% | $11,403-91.1% |