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 | $79,200 | $183,519-56.8% | $155,509-49.1% | $145,922-45.7% |
| Participation rate | 70.8% | 82.7%-11.8pp | 78.2%-7.4pp | 80.3%-9.4pp |
| Annual return | 12.51% | 61.17%-48.7pp | 64.67%-52.2pp | 561.29%-548.8pp |
| Employer contribution / active EE | $1,990 | $5,313-62.5% | $4,672-57.4% | $4,660-57.3% |
| Participant deferral / active EE | $4,955 | $6,462-23.3% | $5,626-11.9% | $6,688-25.9% |
| Admin fee / account holder | $3,783 | $19,313-80.4% | $15,912-76.2% | $13,397-71.8% |