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 | $55,571 | $123,793-55.1% | $177,821-68.7% | $79,858-30.4% |
| Participation rate | 88.7% | 84.7%+4.1pp | 87.7%+1.0pp | 69.6%+19.1pp |
| Annual return | 16.40% | 22.82%-6.4pp | 48.32%-31.9pp | 31.71%-15.3pp |
| Employer contribution / active EE | $1,469 | $4,095-64.1% | $5,918-75.2% | $2,471-40.6% |
| Participant deferral / active EE | $3,576 | $5,956-40.0% | $7,714-53.6% | $3,740-4.4% |
| Admin fee / account holder | $1,997 | $7,243-72.4% | $12,427-83.9% | $5,306-62.4% |