Filed April 27, 2006 (most recent of 2 filings on file)
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 | $100,692 | $103,376-2.6% | $87,100+15.6% | $152,861-34.1% |
| Participation rate | 95.8% | 79.3%+16.5pp | 76.9%+19.0pp | 82.4%+13.4pp |
| Annual return | 21.94% | 28.10%-6.2pp | 28.19%-6.2pp | 345.32%-323.4pp |
| Employer contribution / active EE | $4,509 | $3,220+40.0% | $2,521+78.8% | $4,762-5.3% |
| Participant deferral / active EE | $7,120 | $4,778+49.0% | $4,049+75.9% | $5,850+21.7% |
| Admin fee / account holder | $19,397 | $12,205+58.9% | $7,497+158.7% | $11,596+67.3% |