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 | $75,205 | $67,606+11.2% | $82,313-8.6% | $70,131+7.2% |
| Participation rate | 90.3% | 72.8%+17.6pp | 76.9%+13.4pp | 69.5%+20.8pp |
| Annual return | 14.55% | 21.57%-7.0pp | 25.88%-11.3pp | 73.14%-58.6pp |
| Employer contribution / active EE | $2,130 | $1,755+21.4% | $2,428-12.3% | $2,342-9.1% |
| Participant deferral / active EE | $5,278 | $2,987+76.7% | $3,706+42.4% | $3,332+58.4% |
| Admin fee / account holder | $7,070 | $4,512+56.7% | $5,608+26.1% | $4,645+52.2% |