Filed July 25, 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 9-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 | $49,167 | $43,327+13.5% | $59,878-17.9% | $64,186-23.4% |
| Participation rate | 100.0% | 69.2%+30.8pp | 74.7%+25.3pp | 69.6%+30.4pp |
| Annual return | 9.00% | -1.55%+10.5pp | 3.46%+5.5pp | 7.63%+1.4pp |
| Employer contribution / active EE | $624 | $2,028-69.2% | $2,722-77.1% | $2,381-73.8% |
| Participant deferral / active EE | $1,736 | $2,546-31.8% | $3,402-49.0% | $3,470-50.0% |
| Admin fee / account holder | $4,180 | $3,005+39.1% | $3,590+16.4% | $4,888-14.5% |