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 | $38,343 | $211,958-81.9% | $169,463-77.4% | $135,375-71.7% |
| Participation rate | 84.6% | 82.6%+2.0pp | 77.8%+6.8pp | 82.6%+2.0pp |
| Annual return | -4.51% | 3.26%-7.8pp | 1.83%-6.3pp | 519.73%-524.2pp |
| Employer contribution / active EE | $1,906 | $5,120-62.8% | $4,159-54.2% | $4,779-60.1% |
| Participant deferral / active EE | $4,809 | $6,075-20.8% | $5,277-8.9% | $5,609-14.3% |
| Admin fee / account holder | $14,125 | $11,471+23.1% | $9,109+55.1% | $10,827+30.5% |