Filed July 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 9-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 | $125,298 | $83,908+49.3% | $68,509+82.9% | $125,391-0.1% |
| Participation rate | 81.8% | 78.2%+3.6pp | 74.7%+7.1pp | 83.2%-1.4pp |
| Annual return | 0.20% | 14.48%-14.3pp | 8.27%-8.1pp | 282.22%-282.0pp |
| Employer contribution / active EE | $3,831 | $3,031+26.4% | $2,278+68.2% | $4,866-21.3% |
| Participant deferral / active EE | $5,567 | $4,125+35.0% | $3,382+64.6% | $5,352+4.0% |
| Admin fee / account holder | $3,269 | $8,982-63.6% | $5,275-38.0% | $9,540-65.7% |