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 | $166,272 | $104,251+59.5% | $91,001+82.7% | $147,584+12.7% |
| Participation rate | 87.5% | 78.2%+9.3pp | 75.6%+11.9pp | 82.8%+4.7pp |
| Annual return | 19.37% | 27.06%-7.7pp | 4.60%+14.8pp | 578.55%-559.2pp |
| Employer contribution / active EE | $3,415 | $3,116+9.6% | $2,456+39.1% | $4,876-30.0% |
| Participant deferral / active EE | $4,040 | $4,195-3.7% | $3,547+13.9% | $5,439-25.7% |
| Admin fee / account holder | $582 | $8,948-93.5% | $5,417-89.3% | $10,885-94.7% |