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 | $54,556 | $46,553+17.2% | $64,056-14.8% | $75,163-27.4% |
| Participation rate | 100.0% | 65.9%+34.1pp | 72.3%+27.7pp | 67.2%+32.8pp |
| Annual return | 11.38% | 26.03%-14.6pp | 33.69%-22.3pp | 160.62%-149.2pp |
| Employer contribution / active EE | $730 | $1,974-63.0% | $2,747-73.4% | $2,670-72.7% |
| Participant deferral / active EE | $2,098 | $2,837-26.0% | $3,880-45.9% | $4,125-49.1% |
| Admin fee / account holder | $679 | $2,952-77.0% | $3,068-77.9% | $5,651-88.0% |