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 | $190,367 | $99,032+92.2% | $80,019+137.9% | $135,375+40.6% |
| Participation rate | 87.5% | 78.4%+9.1pp | 75.8%+11.7pp | 82.6%+4.9pp |
| Annual return | -6.93% | 15.39%-22.3pp | 11.22%-18.1pp | 519.73%-526.7pp |
| Employer contribution / active EE | $2,382 | $3,043-21.7% | $2,468-3.5% | $4,779-50.2% |
| Participant deferral / active EE | $3,285 | $4,282-23.3% | $3,686-10.9% | $5,609-41.4% |
| Admin fee / account holder | $3,821 | $10,436-63.4% | $6,521-41.4% | $10,827-64.7% |