Filed August 28, 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 | $55,705 | $60,349-7.7% | $74,183-24.9% | $62,891-11.4% |
| Participation rate | 87.8% | 72.7%+15.1pp | 76.6%+11.2pp | 69.3%+18.5pp |
| Annual return | 10.86% | 21.37%-10.5pp | 17.74%-6.9pp | 20.14%-9.3pp |
| Employer contribution / active EE | $1,319 | $1,680-21.5% | $2,370-44.3% | $2,281-42.2% |
| Participant deferral / active EE | $3,817 | $2,856+33.7% | $3,550+7.5% | $3,203+19.2% |
| Admin fee / account holder | $3,499 | $4,261-17.9% | $5,586-37.4% | $4,296-18.5% |