Filed June 22, 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).
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $446,327 | $198,466+124.9% | $170,442+161.9% | $147,584+202.4% |
| Participation rate | 80.0% | 88.0%-8.0pp | 83.6%-3.6pp | 82.8%-2.8pp |
| Annual return | 14.00% | 257.29%-243.3pp | 205.93%-191.9pp | 578.55%-564.5pp |
| Employer contribution / active EE | $3,382 | $6,184-45.3% | $5,433-37.8% | $4,876-30.7% |
| Participant deferral / active EE | $10,343 | $5,629+83.7% | $4,939+109.4% | $5,439+90.2% |
| Admin fee / account holder | $15,592 | $16,852-7.5% | $13,880+12.3% | $10,885+43.2% |