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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $56,954 | $45,073+26.4% | $69,455-18.0% | $72,985-22.0% |
| Participation rate | 100.0% | 68.5%+31.5pp | 74.6%+25.4pp | 69.5%+30.5pp |
| Annual return | 4.28% | 22.65%-18.4pp | 28.97%-24.7pp | 81.00%-76.7pp |
| Employer contribution / active EE | $2,576 | $2,054+25.4% | $2,779-7.3% | $2,440+5.6% |
| Participant deferral / active EE | $2,643 | $2,602+1.6% | $3,535-25.2% | $3,607-26.7% |
| Admin fee / account holder | $2,726 | $3,056-10.8% | $3,839-29.0% | $5,124-46.8% |