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 | $59,444 | $137,414-56.7% | $189,513-68.6% | $85,850-30.8% |
| Participation rate | 90.3% | 84.6%+5.7pp | 87.8%+2.5pp | 69.3%+21.0pp |
| Annual return | 16.75% | 38.14%-21.4pp | 555.15%-538.4pp | 318.53%-301.8pp |
| Employer contribution / active EE | $1,354 | $4,344-68.8% | $6,162-78.0% | $2,565-47.2% |
| Participant deferral / active EE | $3,687 | $6,260-41.1% | $8,221-55.1% | $3,952-6.7% |
| Admin fee / account holder | $1,334 | $8,630-84.5% | $12,045-88.9% | $6,260-78.7% |