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 | $58,547 | $52,580+11.3% | $71,671-18.3% | $70,131-16.5% |
| Participation rate | 72.4% | 60.9%+11.5pp | 68.7%+3.7pp | 69.5%+2.9pp |
| Annual return | 13.77% | 20.25%-6.5pp | 20.65%-6.9pp | 73.14%-59.4pp |
| Employer contribution / active EE | $725 | $1,616-55.2% | $2,460-70.5% | $2,342-69.1% |
| Participant deferral / active EE | $3,795 | $2,386+59.0% | $3,438+10.4% | $3,332+13.9% |
| Admin fee / account holder | $9,936 | $3,653+172.0% | $5,558+78.8% | $4,645+113.9% |