Filed July 26, 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 | $73,674 | $43,483+69.4% | $54,726+34.6% | $64,186+14.8% |
| Participation rate | 97.1% | 72.2%+24.9pp | 79.1%+17.9pp | 69.6%+27.5pp |
| Annual return | 134.79% | -1.03%+135.8pp | -4.56%+139.3pp | 7.63%+127.2pp |
| Employer contribution / active EE | $2,454 | $2,632-6.8% | $3,449-28.9% | $2,381+3.1% |
| Participant deferral / active EE | $4,757 | $3,102+53.3% | $3,953+20.3% | $3,470+37.1% |
| Admin fee / account holder | $39,367 | $4,250+826.3% | $3,818+931.2% | $4,888+705.4% |