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 | $135,224 | $99,079+36.5% | $77,999+73.4% | $273,961-50.6% |
| Participation rate | 90.9% | 78.6%+12.3pp | 75.5%+15.4pp | 83.0%+7.9pp |
| Annual return | 16.61% | 217.93%-201.3pp | 425.96%-409.3pp | 41.45%-24.8pp |
| Employer contribution / active EE | $2,431 | $3,308-26.5% | $2,470-1.6% | $4,869-50.1% |
| Participant deferral / active EE | $2,898 | $4,306-32.7% | $3,497-17.1% | $5,287-45.2% |
| Admin fee / account holder | $29,512 | $8,954+229.6% | $5,480+438.5% | $10,132+191.3% |