Filed August 2, 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 | $72,843 | $107,334-32.1% | $92,893-21.6% | $152,861-52.3% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 17.21% | 145.58%-128.4pp | 109.41%-92.2pp | 345.32%-328.1pp |
| Employer contribution / active EE | $2,903 | $4,221-31.2% | $3,653-20.5% | $4,762-39.0% |
| Participant deferral / active EE | $4,079 | $4,845-15.8% | $4,236-3.7% | $5,850-30.3% |
| Admin fee / account holder | $802 | $7,079-88.7% | $5,794-86.2% | $11,596-93.1% |