Filed October 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 6-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 | $66,748 | $104,664-36.2% | $85,682-22.1% | $167,490-60.1% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.9%+30.1pp | 82.1%+17.9pp |
| Annual return | 15.79% | 21.45%-5.7pp | 21.49%-5.7pp | 478.56%-462.8pp |
| Employer contribution / active EE | $4,652 | $3,337+39.4% | $2,618+77.7% | $4,837-3.8% |
| Participant deferral / active EE | $8,661 | $4,824+79.5% | $3,923+120.8% | $6,341+36.6% |
| Admin fee / account holder | $1,730 | $10,032-82.8% | $6,873-74.8% | $12,309-85.9% |