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 | $33,025 | $46,869-29.5% | $122,332-73.0% | $70,131-52.9% |
| Participation rate | 91.0% | 58.2%+32.9pp | 71.6%+19.4pp | 69.5%+21.5pp |
| Annual return | 17.92% | 24.22%-6.3pp | 30.27%-12.4pp | 73.14%-55.2pp |
| Employer contribution / active EE | $1,493 | $1,288+16.0% | $4,050-63.1% | $2,342-36.3% |
| Participant deferral / active EE | $3,636 | $2,166+67.8% | $3,287+10.6% | $3,332+9.1% |
| Admin fee / account holder | $853 | $3,322-74.3% | $5,478-84.4% | $4,645-81.6% |