Filed July 26, 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 | $143,338 | $117,381+22.1% | $99,443+44.1% | $152,861-6.2% |
| Participation rate | 94.4% | 77.5%+16.9pp | 73.8%+20.6pp | 82.4%+12.0pp |
| Annual return | 21.43% | 31.87%-10.4pp | 30.72%-9.3pp | 345.32%-323.9pp |
| Employer contribution / active EE | $3,368 | $3,013+11.8% | $2,540+32.6% | $4,762-29.3% |
| Participant deferral / active EE | $5,948 | $4,086+45.6% | $3,619+64.4% | $5,850+1.7% |
| Admin fee / account holder | $2,013 | $7,631-73.6% | $6,250-67.8% | $11,596-82.6% |