Filed October 23, 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 | $157,208 | $105,998+48.3% | $92,233+70.4% | $147,584+6.5% |
| Participation rate | 95.2% | 80.4%+14.8pp | 76.5%+18.8pp | 82.8%+12.4pp |
| Annual return | 20.85% | 50.05%-29.2pp | 176.28%-155.4pp | 578.55%-557.7pp |
| Employer contribution / active EE | $11,433 | $4,333+163.9% | $3,679+210.7% | $4,876+134.5% |
| Participant deferral / active EE | $5,000 | $4,478+11.7% | $3,897+28.3% | $5,439-8.1% |
| Admin fee / account holder | $946 | $6,332-85.1% | $5,194-81.8% | $10,885-91.3% |