Filed February 4, 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 | $116,622 | $54,705+113.2% | $71,209+63.8% | $84,808+37.5% |
| Participation rate | 90.3% | 64.1%+26.3pp | 73.8%+16.6pp | 68.3%+22.0pp |
| Annual return | 15.24% | 35.90%-20.7pp | 282.51%-267.3pp | 40.90%-25.7pp |
| Employer contribution / active EE | $6,037 | $2,158+179.7% | $2,721+121.9% | $2,631+129.4% |
| Participant deferral / active EE | $11,970 | $3,030+295.0% | $4,175+186.7% | $4,212+184.2% |
| Admin fee / account holder | $3,522 | $4,863-27.6% | $5,349-34.1% | $7,344-52.0% |