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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $50,533 | $45,073+12.1% | $69,455-27.2% | $72,985-30.8% |
| Participation rate | 100.0% | 68.5%+31.5pp | 74.6%+25.4pp | 69.5%+30.5pp |
| Annual return | 5.19% | 22.65%-17.5pp | 28.97%-23.8pp | 81.00%-75.8pp |
| Employer contribution / active EE | $709 | $2,054-65.5% | $2,779-74.5% | $2,440-70.9% |
| Participant deferral / active EE | $2,065 | $2,602-20.6% | $3,535-41.6% | $3,607-42.7% |
| Admin fee / account holder | $4,734 | $3,056+54.9% | $3,839+23.3% | $5,124-7.6% |