Filed August 1, 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 10-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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $71,824 | $86,286-16.8% | $111,297-35.5% | $85,850-16.3% |
| Participation rate | 96.7% | 73.3%+23.3pp | 77.3%+19.4pp | 69.3%+27.4pp |
| Annual return | 13.69% | 19.99%-6.3pp | 54.65%-41.0pp | 318.53%-304.8pp |
| Employer contribution / active EE | $666 | $2,043-67.4% | $2,731-75.6% | $2,565-74.0% |
| Participant deferral / active EE | $1,318 | $3,641-63.8% | $4,487-70.6% | $3,952-66.6% |
| Admin fee / account holder | $1,218 | $8,188-85.1% | $7,964-84.7% | $6,260-80.5% |