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 | $437,247 | $202,318+116.1% | $172,739+153.1% | $152,861+186.0% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 21.74% | 1029.65%-1007.9pp | 802.84%-781.1pp | 345.32%-323.6pp |
| Employer contribution / active EE | $3,256 | $5,856-44.4% | $5,143-36.7% | $4,762-31.6% |
| Participant deferral / active EE | $10,484 | $5,948+76.3% | $5,198+101.7% | $5,850+79.2% |
| Admin fee / account holder | $4,384 | $17,109-74.4% | $13,954-68.6% | $11,596-62.2% |