Filed June 28, 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 6-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 | $193,743 | $69,515+178.7% | $86,874+123.0% | $85,850+125.7% |
| Participation rate | 89.2% | 66.3%+22.9pp | 71.6%+17.6pp | 69.3%+19.9pp |
| Annual return | 8.28% | 20.12%-11.8pp | 63.52%-55.2pp | 318.53%-310.2pp |
| Employer contribution / active EE | $3,169 | $1,880+68.5% | $2,495+27.0% | $2,565+23.6% |
| Participant deferral / active EE | $8,908 | $2,919+205.2% | $3,699+140.8% | $3,952+125.4% |
| Admin fee / account holder | $44,800 | $5,972+650.2% | $5,828+668.7% | $6,260+615.7% |