Filed July 22, 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 10-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 | $20,627 | $60,124-65.7% | $90,404-77.2% | $79,858-74.2% |
| Participation rate | 79.2% | 65.0%+14.3pp | 72.7%+6.6pp | 69.6%+9.6pp |
| Annual return | 25.38% | 71.94%-46.6pp | 1293.02%-1267.6pp | 31.71%-6.3pp |
| Employer contribution / active EE | $1,141 | $2,068-44.8% | $3,262-65.0% | $2,471-53.8% |
| Participant deferral / active EE | $2,929 | $2,938-0.3% | $3,963-26.1% | $3,740-21.7% |
| Admin fee / account holder | $633 | $3,976-84.1% | $5,611-88.7% | $5,306-88.1% |