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 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.)
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 | $88,559 | $70,756+25.2% | $65,493+35.2% | $142,382-37.8% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.1%+19.9pp |
| Annual return | 10.70% | 1754.89%-1744.2pp | 982.45%-971.7pp | 217.08%-206.4pp |
| Employer contribution / active EE | $2,512 | $2,881-12.8% | $2,574-2.4% | $4,299-41.6% |
| Participant deferral / active EE | $5,830 | $4,637+25.7% | $3,961+47.2% | $6,507-10.4% |
| Admin fee / account holder | $2,709 | $6,559-58.7% | $5,028-46.1% | $12,624-78.5% |