Filed June 14, 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 | $70,930 | $98,750-28.2% | $149,696-52.6% | $79,858-11.2% |
| Participation rate | 94.6% | 75.8%+18.8pp | 82.5%+12.1pp | 69.6%+25.0pp |
| Annual return | 17.45% | 27.43%-10.0pp | 276.60%-259.1pp | 31.71%-14.3pp |
| Employer contribution / active EE | $2,703 | $3,216-16.0% | $4,644-41.8% | $2,471+9.4% |
| Participant deferral / active EE | $7,070 | $5,680+24.5% | $6,842+3.3% | $3,740+89.0% |
| Admin fee / account holder | $581 | $6,053-90.4% | $9,309-93.8% | $5,306-89.1% |