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 | $91,107 | $150,440-39.4% | $136,294-33.2% | $147,584-38.3% |
| Participation rate | 81.0% | 84.4%-3.5pp | 81.9%-1.0pp | 82.8%-1.9pp |
| Annual return | 17.20% | 1049.08%-1031.9pp | 5155.94%-5138.7pp | 578.55%-561.3pp |
| Employer contribution / active EE | $4,942 | $5,256-6.0% | $4,695+5.3% | $4,876+1.4% |
| Participant deferral / active EE | $6,907 | $6,630+4.2% | $6,247+10.6% | $5,439+27.0% |
| Admin fee / account holder | $8,898 | $10,905-18.4% | $9,243-3.7% | $10,885-18.3% |