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 | $62,604 | $53,822+16.3% | $75,696-17.3% | $85,850-27.1% |
| Participation rate | 100.0% | 69.1%+30.9pp | 74.8%+25.2pp | 69.3%+30.7pp |
| Annual return | 23.90% | 24.54%-0.6pp | 104.53%-80.6pp | 318.53%-294.6pp |
| Employer contribution / active EE | $854 | $2,017-57.6% | $2,743-68.9% | $2,565-66.7% |
| Participant deferral / active EE | $2,177 | $2,895-24.8% | $3,821-43.0% | $3,952-44.9% |
| Admin fee / account holder | $6,309 | $3,343+88.7% | $3,619+74.3% | $6,260+0.8% |