Filed June 17, 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 | $132,027 | $76,367+72.9% | $93,606+41.0% | $72,985+80.9% |
| Participation rate | 92.3% | 71.7%+20.6pp | 75.8%+16.5pp | 69.5%+22.8pp |
| Annual return | 20.07% | 25.82%-5.8pp | 32.76%-12.7pp | 81.00%-60.9pp |
| Employer contribution / active EE | $1,792 | $2,275-21.2% | $2,718-34.1% | $2,440-26.5% |
| Participant deferral / active EE | $4,806 | $3,538+35.9% | $4,069+18.1% | $3,607+33.2% |
| Admin fee / account holder | $916 | $6,838-86.6% | $7,888-88.4% | $5,124-82.1% |