Filed July 26, 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.
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 | $62,593 | $65,041-3.8% | $90,951-31.2% | $79,858-21.6% |
| Participation rate | 75.6% | 61.6%+14.0pp | 69.0%+6.6pp | 69.6%+6.0pp |
| Annual return | 15.68% | 30.45%-14.8pp | 134.60%-118.9pp | 31.71%-16.0pp |
| Employer contribution / active EE | $1,997 | $1,247+60.1% | $2,122-5.9% | $2,471-19.2% |
| Participant deferral / active EE | $3,401 | $2,512+35.4% | $3,373+0.8% | $3,740-9.1% |
| Admin fee / account holder | $4,018 | $4,536-11.4% | $5,959-32.6% | $5,306-24.3% |