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 | $60,408 | $72,277-16.4% | $101,248-40.3% | $79,858-24.4% |
| Participation rate | 82.6% | 68.5%+14.1pp | 75.8%+6.8pp | 69.6%+13.0pp |
| Annual return | 17.42% | 22.30%-4.9pp | 46.47%-29.0pp | 31.71%-14.3pp |
| Employer contribution / active EE | $1,981 | $2,692-26.4% | $3,660-45.9% | $2,471-19.8% |
| Participant deferral / active EE | $5,288 | $3,282+61.1% | $4,370+21.0% | $3,740+41.4% |
| Admin fee / account holder | $3,339 | $4,400-24.1% | $5,945-43.8% | $5,306-37.1% |