Filed July 25, 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 | $230,501 | $88,751+159.7% | $81,812+181.7% | $145,922+58.0% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 11.40% | 1025.40%-1014.0pp | 773.79%-762.4pp | 561.29%-549.9pp |
| Employer contribution / active EE | $16,483 | $3,083+434.6% | $2,912+466.0% | $4,660+253.7% |
| Participant deferral / active EE | $14,076 | $4,643+203.2% | $4,319+225.9% | $6,688+110.5% |
| Admin fee / account holder | $5,993 | $8,415-28.8% | $7,386-18.9% | $13,397-55.3% |