Filed March 15, 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 | $85,244 | $100,773-15.4% | $88,946-4.2% | $142,382-40.1% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.8%+31.2pp | 80.1%+19.9pp |
| Annual return | 14.15% | 70.18%-56.0pp | 57.82%-43.7pp | 217.08%-202.9pp |
| Employer contribution / active EE | $10,252 | $2,918+251.4% | $2,555+301.3% | $4,299+138.5% |
| Participant deferral / active EE | $5,863 | $5,230+12.1% | $4,581+28.0% | $6,507-9.9% |
| Admin fee / account holder | $2,680 | $9,693-72.3% | $8,261-67.6% | $12,624-78.8% |