Filed August 31, 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 | $60,327 | $127,386-52.6% | $115,037-47.6% | $125,391-51.9% |
| Participation rate | 90.0% | 84.2%+5.8pp | 81.4%+8.6pp | 83.2%+6.8pp |
| Annual return | -0.11% | 31.28%-31.4pp | 26.14%-26.3pp | 282.22%-282.3pp |
| Employer contribution / active EE | $4,987 | $5,166-3.5% | $4,608+8.2% | $4,866+2.5% |
| Participant deferral / active EE | $6,893 | $6,423+7.3% | $6,026+14.4% | $5,352+28.8% |
| Admin fee / account holder | $1,609 | $9,516-83.1% | $8,175-80.3% | $9,540-83.1% |