Filed August 29, 2006
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).
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $259,602 | $189,613+36.9% | $167,512+55.0% | $142,382+82.3% |
| Participation rate | 93.3% | 80.1%+13.2pp | 77.1%+16.3pp | 80.1%+13.2pp |
| Annual return | 15.27% | 2024.68%-2009.4pp | 1615.79%-1600.5pp | 217.08%-201.8pp |
| Employer contribution / active EE | $5,219 | $4,349+20.0% | $3,882+34.5% | $4,299+21.4% |
| Participant deferral / active EE | $12,451 | $6,981+78.3% | $6,405+94.4% | $6,507+91.3% |
| Admin fee / account holder | $32,171 | $10,528+205.6% | $9,769+229.3% | $12,624+154.8% |