Filed September 6, 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 | $22,462 | $38,969-42.4% | $109,313-79.5% | $55,167-59.3% |
| Participation rate | 75.0% | 58.2%+16.8pp | 71.3%+3.7pp | 69.0%+6.0pp |
| Annual return | 8.17% | 8.26%-0.1pp | 22.07%-13.9pp | 169.23%-161.1pp |
| Employer contribution / active EE | $863 | $1,227-29.7% | $3,892-77.8% | $1,963-56.0% |
| Participant deferral / active EE | $1,937 | $2,176-11.0% | $3,166-38.8% | $3,054-36.6% |
| Admin fee / account holder | $369 | $501-26.3% | $5,666-93.5% | $504-26.7% |