Filed June 15, 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).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,559 | $87,841-40.2% | $133,980-60.8% | $62,891-16.4% |
| Participation rate | 93.3% | 83.4%+10.0pp | 87.1%+6.3pp | 69.3%+24.0pp |
| Annual return | 7.19% | 12.05%-4.9pp | 29.30%-22.1pp | 20.14%-13.0pp |
| Employer contribution / active EE | $5,218 | $3,483+49.8% | $5,211+0.1% | $2,281+128.8% |
| Participant deferral / active EE | $4,056 | $4,812-15.7% | $6,282-35.4% | $3,203+26.6% |
| Admin fee / account holder | $9,548 | $5,371+77.8% | $9,324+2.4% | $4,296+122.3% |