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 | $60,018 | $125,758-52.3% | $169,993-64.7% | $75,163-20.1% |
| Participation rate | 93.6% | 83.6%+10.0pp | 87.0%+6.6pp | 67.2%+26.4pp |
| Annual return | 16.81% | 27.20%-10.4pp | 53.37%-36.6pp | 160.62%-143.8pp |
| Employer contribution / active EE | $1,516 | $4,615-67.1% | $6,785-77.7% | $2,670-43.2% |
| Participant deferral / active EE | $4,148 | $6,837-39.3% | $10,408-60.1% | $4,125+0.6% |
| Admin fee / account holder | $3,152 | $8,173-61.4% | $12,815-75.4% | $5,651-44.2% |