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 | $31,657 | $57,281-44.7% | $86,612-63.5% | $75,163-57.9% |
| Participation rate | 78.0% | 63.2%+14.8pp | 71.7%+6.3pp | 67.2%+10.8pp |
| Annual return | 20.05% | 2670.75%-2650.7pp | 591.07%-571.0pp | 160.62%-140.6pp |
| Employer contribution / active EE | $1,499 | $2,314-35.2% | $3,022-50.4% | $2,670-43.8% |
| Participant deferral / active EE | $4,021 | $3,318+21.2% | $4,438-9.4% | $4,125-2.5% |
| Admin fee / account holder | $4,450 | $4,112+8.2% | $5,614-20.7% | $5,651-21.3% |