Filed August 29, 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 | $139,566 | $84,233+65.7% | $170,442-18.1% | $70,131+99.0% |
| Participation rate | 96.0% | 70.8%+25.2pp | 83.6%+12.4pp | 69.5%+26.5pp |
| Annual return | 13.13% | 23.06%-9.9pp | 205.93%-192.8pp | 73.14%-60.0pp |
| Employer contribution / active EE | $3,515 | $3,387+3.8% | $5,433-35.3% | $2,342+50.1% |
| Participant deferral / active EE | $4,168 | $3,086+35.1% | $4,939-15.6% | $3,332+25.1% |
| Admin fee / account holder | $3,109 | $5,698-45.4% | $13,880-77.6% | $4,645-33.1% |