Filed May 23, 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 9-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 | $168,559 | $77,813+116.6% | $123,544+36.4% | $64,186+162.6% |
| Participation rate | 96.2% | 74.7%+21.4pp | 82.3%+13.9pp | 69.6%+26.6pp |
| Annual return | -4.95% | 12.48%-17.4pp | 119.20%-124.1pp | 7.63%-12.6pp |
| Employer contribution / active EE | $11,468 | $3,014+280.5% | $4,628+147.8% | $2,381+381.7% |
| Participant deferral / active EE | $5,049 | $5,240-3.7% | $6,426-21.4% | $3,470+45.5% |
| Admin fee / account holder | $2,509 | $5,519-54.5% | $9,284-73.0% | $4,888-48.7% |