Filed August 30, 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 | $46,995 | $57,354-18.1% | $83,848-44.0% | $64,186-26.8% |
| Participation rate | 92.7% | 68.6%+24.1pp | 76.1%+16.5pp | 69.6%+23.1pp |
| Annual return | -6.06% | 11.38%-17.4pp | 850.88%-856.9pp | 7.63%-13.7pp |
| Employer contribution / active EE | $1,917 | $2,545-24.7% | $3,631-47.2% | $2,381-19.5% |
| Participant deferral / active EE | $5,076 | $2,993+69.6% | $4,082+24.4% | $3,470+46.3% |
| Admin fee / account holder | $902 | $4,046-77.7% | $5,478-83.5% | $4,888-81.6% |