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.)
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 | $169,231 | $54,229+212.1% | $70,092+141.4% | $68,494+147.1% |
| Participation rate | 91.9% | 64.5%+27.4pp | 70.5%+21.4pp | 67.9%+24.0pp |
| Annual return | -8.54% | -13.87%+5.3pp | 190.73%-199.3pp | -7.84%-0.7pp |
| Employer contribution / active EE | $3,212 | $2,018+59.2% | $2,559+25.5% | $2,596+23.7% |
| Participant deferral / active EE | $8,721 | $2,956+195.0% | $3,849+126.6% | $4,027+116.5% |
| Admin fee / account holder | $20,684 | $4,694+340.6% | $6,267+230.1% | $5,403+282.8% |