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 | $51,441 | $42,894+19.9% | $60,874-15.5% | $68,494-24.9% |
| Participation rate | 100.0% | 66.8%+33.2pp | 73.1%+26.9pp | 67.9%+32.1pp |
| Annual return | -10.64% | -13.98%+3.3pp | 16.90%-27.5pp | -7.84%-2.8pp |
| Employer contribution / active EE | $892 | $1,978-54.9% | $2,701-67.0% | $2,596-65.6% |
| Participant deferral / active EE | $2,312 | $2,867-19.4% | $3,817-39.4% | $4,027-42.6% |
| Admin fee / account holder | $3,975 | $3,101+28.2% | $3,224+23.3% | $5,403-26.4% |