Filed November 16, 2005
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.
| Provider | Service type | Compensation |
|---|---|---|
Service code 66 | Other insurance wrap fees; Insurance ... | $7,513 |
Filed as: FRAGASSO GROUP INC. Service code 26 · EIN 25-1773014 | Advisory (Participants) | $5,528 |
Filed as: AMERICAN UNITED LIFE INSURANCE Service code 38 · EIN 35-0145825 | Participant Communication | $1,035 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,040 | $55,472-71.1% | $155,567-89.7% | $74,546-78.5% |
| Participation rate | 72.4% | 61.9%+10.4pp | 78.2%-5.8pp | 67.2%+5.1pp |
| Annual return | 14.05% | 268.72%-254.7pp | 64.74%-50.7pp | 1366.03%-1352.0pp |
| Employer contribution / active EE | $670 | $2,269-70.5% | $4,674-85.7% | $2,624-74.5% |
| Participant deferral / active EE | $1,822 | $2,838-35.8% | $5,628-67.6% | $4,347-58.1% |
| Admin fee / account holder | $41 | $1,743-97.6% | $15,916-99.7% | $1,944-97.9% |