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 | $90,483 | $90,348+0.1% | $75,972+19.1% | $145,922-38.0% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.1%+30.9pp | 80.3%+19.7pp |
| Annual return | 13.96% | 620.88%-606.9pp | 359.55%-345.6pp | 561.29%-547.3pp |
| Employer contribution / active EE | $7,566 | $3,311+128.5% | $2,685+181.8% | $4,660+62.4% |
| Participant deferral / active EE | $11,648 | $5,162+125.7% | $4,255+173.7% | $6,688+74.2% |
| Admin fee / account holder | $2,470 | $8,467-70.8% | $6,467-61.8% | $13,397-81.6% |