Filed July 12, 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).
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $281,168 | $99,652+182.2% | $78,778+256.9% | $147,584+90.5% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.2%+30.8pp | 82.8%+17.2pp |
| Annual return | 16.17% | 47.28%-31.1pp | 35.62%-19.4pp | 578.55%-562.4pp |
| Employer contribution / active EE | $6,142 | $2,796+119.7% | $1,986+209.3% | $4,876+26.0% |
| Participant deferral / active EE | $10,990 | $3,664+200.0% | $2,958+271.5% | $5,439+102.1% |
| Admin fee / account holder | $1,134 | $7,155-84.2% | $5,134-77.9% | $10,885-89.6% |