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 | $128,269 | $90,503+41.7% | $78,689+63.0% | $273,961-53.2% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 28.21% | 75.60%-47.4pp | 62.18%-34.0pp | 41.45%-13.2pp |
| Employer contribution / active EE | $2,693 | $3,176-15.2% | $2,851-5.5% | $4,869-44.7% |
| Participant deferral / active EE | $7,647 | $3,901+96.0% | $3,517+117.4% | $5,287+44.6% |
| Admin fee / account holder | $9,202 | $5,263+74.8% | $4,510+104.0% | $10,132-9.2% |