Filed July 31, 2006 (most recent of 2 filings on file)
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 | $39,072 | $94,529-58.7% | $140,016-72.1% | $64,186-39.1% |
| Participation rate | 85.3% | 84.1%+1.2pp | 87.5%-2.2pp | 69.6%+15.7pp |
| Annual return | -5.76% | 7.77%-13.5pp | 651.12%-656.9pp | 7.63%-13.4pp |
| Employer contribution / active EE | $1,155 | $3,812-69.7% | $5,606-79.4% | $2,381-51.5% |
| Participant deferral / active EE | $2,906 | $5,250-44.7% | $6,927-58.1% | $3,470-16.2% |
| Admin fee / account holder | $328 | $6,741-95.1% | $10,705-96.9% | $4,888-93.3% |