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 | $53,990 | $93,071-42.0% | $74,583-27.6% | $273,961-80.3% |
| Participation rate | 100.0% | 74.9%+25.1pp | 68.1%+31.9pp | 83.0%+17.0pp |
| Annual return | 7.58% | 26.18%-18.6pp | 20.47%-12.9pp | 41.45%-33.9pp |
| Employer contribution / active EE | $12,707 | $3,160+302.2% | $2,525+403.2% | $4,869+161.0% |
| Participant deferral / active EE | $1,940 | $4,160-53.4% | $3,458-43.9% | $5,287-63.3% |
| Admin fee / account holder | $43,184 | $5,272+719.0% | $4,138+943.7% | $10,132+326.2% |