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 | $165,336 | $110,261+50.0% | $95,745+72.7% | $139,434+18.6% |
| Participation rate | 80.0% | 75.8%+4.2pp | 72.3%+7.7pp | 80.3%-0.3pp |
| Annual return | 13.15% | 27.11%-14.0pp | 28.35%-15.2pp | 372.94%-359.8pp |
| Employer contribution / active EE | $2,829 | $3,257-13.2% | $2,835-0.2% | $4,751-40.5% |
| Participant deferral / active EE | $8,138 | $4,676+74.1% | $4,245+91.7% | $6,710+21.3% |
| Admin fee / account holder | $1,084 | $6,613-83.6% | $5,678-80.9% | $11,403-90.5% |