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 | $41,714 | $181,894-77.1% | $156,549-73.4% | $273,961-84.8% |
| Participation rate | 94.7% | 88.4%+6.4pp | 84.0%+10.7pp | 83.0%+11.7pp |
| Annual return | 6.94% | 30.74%-23.8pp | 32.23%-25.3pp | 41.45%-34.5pp |
| Employer contribution / active EE | $3,576 | $6,248-42.8% | $5,501-35.0% | $4,869-26.6% |
| Participant deferral / active EE | $2,111 | $5,550-62.0% | $4,871-56.7% | $5,287-60.1% |
| Admin fee / account holder | $3,727 | $15,559-76.0% | $13,027-71.4% | $10,132-63.2% |