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 | $60,243 | $48,230+24.9% | $67,502-10.8% | $80,856-25.5% |
| Participation rate | 100.0% | 66.4%+33.6pp | 72.9%+27.1pp | 67.6%+32.4pp |
| Annual return | 13.76% | 18.28%-4.5pp | 3512.12%-3498.4pp | 35.59%-21.8pp |
| Employer contribution / active EE | $750 | $2,020-62.9% | $2,731-72.5% | $2,755-72.8% |
| Participant deferral / active EE | $2,073 | $2,924-29.1% | $4,000-48.2% | $4,296-51.8% |
| Admin fee / account holder | $1,759 | $3,681-52.2% | $3,998-56.0% | $6,918-74.6% |