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.)
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $251,979 | $105,181+139.6% | $159,436+58.0% | $85,850+193.5% |
| Participation rate | 92.3% | 75.8%+16.5pp | 82.8%+9.5pp | 69.3%+23.0pp |
| Annual return | 9.46% | 45.07%-35.6pp | 263.57%-254.1pp | 318.53%-309.1pp |
| Employer contribution / active EE | $2,862 | $3,318-13.7% | $4,829-40.7% | $2,565+11.6% |
| Participant deferral / active EE | $5,217 | $5,945-12.2% | $7,352-29.0% | $3,952+32.0% |
| Admin fee / account holder | $13,450 | $6,933+94.0% | $10,799+24.6% | $6,260+114.9% |