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 | $156,613 | $121,625+28.8% | $104,607+49.7% | $158,922-1.5% |
| Participation rate | 94.1% | 77.5%+16.6pp | 74.1%+20.0pp | 82.0%+12.2pp |
| Annual return | 17.00% | 465.26%-448.3pp | 340.46%-323.5pp | 302.83%-285.8pp |
| Employer contribution / active EE | $1,388 | $3,163-56.1% | $2,681-48.2% | $4,761-70.9% |
| Participant deferral / active EE | $6,876 | $4,177+64.6% | $3,740+83.9% | $5,982+14.9% |
| Admin fee / account holder | $18,137 | $7,787+132.9% | $6,473+180.2% | $11,246+61.3% |