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 | $85,104 | $65,561+29.8% | $86,188-1.3% | $75,163+13.2% |
| Participation rate | 77.8% | 60.5%+17.3pp | 69.0%+8.8pp | 67.2%+10.6pp |
| Annual return | 17.91% | 46.05%-28.1pp | 1168.45%-1150.5pp | 160.62%-142.7pp |
| Employer contribution / active EE | $2,399 | $1,553+54.5% | $2,380+0.8% | $2,670-10.1% |
| Participant deferral / active EE | $5,161 | $3,024+70.7% | $3,985+29.5% | $4,125+25.1% |
| Admin fee / account holder | $6,867 | $5,474+25.4% | $6,852+0.2% | $5,651+21.5% |