Filed June 14, 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).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $84,603 | $54,762+54.5% | $90,281-6.3% | $72,985+15.9% |
| Participation rate | 76.9% | 65.1%+11.8pp | 73.3%+3.7pp | 69.5%+7.4pp |
| Annual return | 18.69% | 30.63%-11.9pp | 78.10%-59.4pp | 81.00%-62.3pp |
| Employer contribution / active EE | $1,175 | $2,092-43.8% | $2,854-58.8% | $2,440-51.8% |
| Participant deferral / active EE | $4,492 | $2,887+55.6% | $3,885+15.6% | $3,607+24.5% |
| Admin fee / account holder | $3,331 | $3,972-16.1% | $5,351-37.7% | $5,124-35.0% |