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 | $44,674 | $109,359-59.1% | $162,163-72.5% | $72,985-38.8% |
| Participation rate | 88.7% | 84.3%+4.5pp | 87.6%+1.2pp | 69.5%+19.2pp |
| Annual return | 20.78% | 25.46%-4.7pp | 115.59%-94.8pp | 81.00%-60.2pp |
| Employer contribution / active EE | $1,272 | $3,907-67.5% | $5,614-77.3% | $2,440-47.9% |
| Participant deferral / active EE | $3,177 | $5,481-42.0% | $7,298-56.5% | $3,607-11.9% |
| Admin fee / account holder | $4,234 | $7,972-46.9% | $10,843-60.9% | $5,124-17.4% |