Filed July 25, 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 | $133,055 | $92,703+43.5% | $82,719+60.9% | $134,475-1.1% |
| Participation rate | 75.0% | 75.2%-0.2pp | 72.6%+2.4pp | 81.2%-6.2pp |
| Annual return | -10.21% | 944.92%-955.1pp | 701.18%-711.4pp | 417.96%-428.2pp |
| Employer contribution / active EE | $4,381 | $3,274+33.8% | $3,009+45.6% | $4,740-7.6% |
| Participant deferral / active EE | $3,425 | $4,802-28.7% | $4,395-22.1% | $6,400-46.5% |
| Admin fee / account holder | $2,206 | $5,983-63.1% | $5,329-58.6% | $11,426-80.7% |